Entry-Level Associate Financial Planner

3 weeks ago


Livonia, United States CareerBuilder Full time

Job Description

Job 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 Compensation:

$30,000 Base Plus Commissions
Responsibilities:

Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
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
Serve as a collaborative team player willing to further development through continued training opportunities
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each persons individual financial status, income, financial goals, and other factors contributing to wealth management
Qualifications:

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
A Bachelors degree in finance, business administration, or alternate related analytical field is required
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
About Company
At VFG Associates, we prioritize taking care of clients, which is evident from being a family-owned and operated business for over 55 years. Unlike other firms that focus on a single discipline, our office boasts decades of experience in retirement, legacy planning, insurance, budgeting, business planning, financial consulting, long-term care planning, and estate planning for clients.

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