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Associate Financial Planner

4 months ago

Raleigh, United States The Pelora Group Full time
Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today

Responsibilities

•Embrace the role of a structured yet coachable team player open to continued education and training from other team members
•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications

•Valid Life and Health Insurance Licenses
•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
•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