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Financial Planner
2 months ago
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today
Responsibilities
•Customize strategies based on the client's goals and needs
•Helping families set their children for success with college funding
•Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Serve as a collaborative team player willing to further development through continued training opportunities
Qualifications
•Must be computer and system savvy for everyday usage
•Self-disciplined
•Motivated
•Trustworthy
•Honest
•Grit
•Top Performer
•Entrepreneurial Mindset
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
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