Financial Services Professional

1 week ago

Richmond, United States Ny Life Full time

Description

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

•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor •Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs •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 •Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations •Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Qualifications

•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients •A required Bachelor's degree in business administration, finance, or similarly related field •Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential •Up-to-date FINRA Series 7 & 63/66 documents are a bonus •Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred #J-18808-Ljbffr

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