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Financial Planner
2 months ago
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
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•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
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
•Be a coachable, organized team member interested in pursuing training development and educational opportunities
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications
•4-year degree; or equivalent professional work experience
•Entrepreneurial ambitions
•History of success in sales, athletics, military, client services, or client-facing roles
•Excellent time-management skills
•Desire for continuous learning
•Legal authorization to work in the US without sponsorship
•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
•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
•Valid FINRA Series 7 & 63/66 preferred but not required
