Entry Level Financial Service Professional

3 weeks ago


Allentown, United States NYL - Allentown 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

•Embrace the role of a structured yet coachable team player open to continued education and training from other team members
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
•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
•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
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
•Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications

•Up-to-date FINRA Series 7 & 63/66 documents are a bonus
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

  • Allentown, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Allentown, PA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....


  • Allentown, United States RPG LLC Full time

    **Entry Level Sales** Our water filtration systems utilize cutting edge technologies and provide unmatched water quality. Our Entry Level Sales Consultants are given pre-qualified appointments, and conduct sales presentations to homeowners to help them decide what would be the best fit for their lifestyle and financial situation. We are looking for all...


  • Allentown, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Allentown, PA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Inside Sales

    4 weeks ago


    Allentown, United States TalentGrid Search Full time

    TalentGrid Search has partnered with a global company that is seeking Entry-Level Inside Sales Specialists to sell their financial products to other companies.If you're a recent college graduate and are looking for a sales career, this is a great opportunity to join a growing company that will train you to be a successful sales person.This role is in-office...

  • Inside Sales

    4 weeks ago


    Allentown, United States TalentGrid Search Full time

    TalentGrid Search has partnered with a global company that is seeking Entry-Level Inside Sales Specialists to sell their financial products to other companies.If you're a recent college graduate and are looking for a sales career, this is a great opportunity to join a growing company that will train you to be a successful sales person.This role is in-office...


  • Allentown, United States Coral Reef Partners Full time

    **Valid Driver's License and a reliable vehicle is require. 100% TRAVEL REQUIRED!!** **Why Coral Reef?** **Weekly Pay** **Full-Benefits** **Monday-Friday 7AM-5PM** **Weekly Per Diem** **Referral Bonus** Coral Reef Partners is a leading Pennsylvania-based commercial solar installation company, developer, and financier across Mid-Atlantic states. We...


  • Allentown, United States Sunfinity Llc Full time

    **Benefits**: - Bonus based on performance - Competitive salary - Opportunity for advancement - Training & development At Sunfinity, we’re all about spreading the sunshine—literally! Our mission is to make solar energy accessible, affordable, and exciting for everyone. If you’re passionate about renewable energy and want to be part of a fun,...


  • Allentown, United States Sunfinity Llc Full time

    Job DescriptionJob DescriptionAt Sunfinity, were all about spreading the sunshineliterally! Our mission is to make solar energy accessible, affordable, and exciting for everyone. If youre passionate about renewable energy and want to be part of a fun, forward-thinking team, we want to meet you!Job Description:Are you ready to kick-start your career and make...


  • Allentown, United States Sunfinity Llc Full time

    Job DescriptionJob DescriptionAt Sunfinity, were all about spreading the sunshineliterally! Our mission is to make solar energy accessible, affordable, and exciting for everyone. If youre passionate about renewable energy and want to be part of a fun, forward-thinking team, we want to meet you!Job Description:Are you ready to kick-start your career and make...


  • Allentown, United States Sunfinity Llc Full time

    Job DescriptionJob DescriptionWelcome to Sunfinity, where we bring the power of the sun to everyone! We’re on a mission to make solar energy accessible, affordable, and downright fun. If you’re passionate about renewable energy and want to join a team that’s as sunny as our product, we want to meet you!Job Description: Ready to kick-start your career...


  • Allentown, United States Barry Isett & Associates Full time

    Entry to Mid-level Transportation Engineer Transportation Job Type Full-time Description Barry Isett & Associates (Isett) is a well-respected multi-discipline engineering/consulting firm headquartered in Allentown, PA, with additional offices throughout eastern and central PA. We are proud to have been named a Best Places to Work in PA (2019 and 2020),...


  • Allentown, United States Sunfinity Llc Full time

    Job DescriptionJob DescriptionAt Sunfinity, we’re all about spreading the sunshine—literally! Our mission is to make solar energy accessible, affordable, and exciting for everyone. If you’re passionate about renewable energy and want to be part of a fun, forward-thinking team, we want to meet you!Job Description:Are you ready to kick-start your career...


  • Allentown, United States Sunfinity Llc Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryOpportunity for advancementTraining & development Welcome to Sunfinity, where we bring the power of the sun to everyone! Were on a mission to make solar energy accessible, affordable, and downright fun. If youre passionate about renewable energy and want to join a team thats...


  • Allentown, United States Sunfinity Llc Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryOpportunity for advancementTraining & developmentAt Sunfinity, were all about spreading the sunshineliterally! Our mission is to make solar energy accessible, affordable, and exciting for everyone. If youre passionate about renewable energy and want to be part of a fun,...


  • Allentown, United States Proman Staffing Full time

    Job DescriptionJob DescriptionPROMAN Staffing has partnered with a well-known manufacturer of Caterpillar Products in Allentown, PA.We are now hiring Entry Level CNC Operators who are team players, versatile, and dependable!Entry Level CNC Operator Job SummaryHours: 2nd shift Monday-Friday 2:00pm-10:00pmPay Rate: $19.50/hrWillingness to clean, minor...


  • Allentown, United States Primo #1 in Produce, Inc. Full time

    Primo Number One in Produce, Inc. has an immediate opening for a **full-time Entry Level Transportation Clerk.** **Schedule**:Monday to Friday 830 am to 500 pm, with overtime as required by the business. **This position is responsible for the following**: - Work with customers to enter and process cross-dock shipments. - Organize entries to accurately...


  • Allentown, United States MassMutual Philadelphia Full time

    **We’re looking for experienced financial professionals to join our team dependable team.** Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than MassMutual Life Insurance Company. So if you’re interested in new market...

  • Financial Counselor

    1 month ago


    Allentown, United States St. Luke's Hospital Full time

    St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other...

  • Financial Counselor

    3 weeks ago


    Allentown, United States St. Luke's Hospital Full time

    St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other...


  • Allentown, United States Blue Sky Consultants Full time

    Celebrate Earth Day Every Day with Sunfinity Solar! Are you passionate about protecting our planet and promoting sustainable energy solutions? Do you thrive in a fast-paced, goal-oriented environment? If so, Sunfinity Solar wants YOU to join our team as a Solar Sales Representative! Why Sunfinity Solar? At Sunfinity, we're not just a solar company —...