Financial Professional

2 months ago


Allentown, United States NYL - Allentown 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
•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 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 person's individual financial status, income, financial goals, and other factors contributing 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
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Qualifications

•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
•Valid FINRA Series 7 & 63/66 preferred but not required
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

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