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Personal Financial Planner

4 months ago

Wilmington, United States The Pelora Group 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

You will be a great partner if:
•You're entrepreneurially driven
•You place a high value on relationships and your client's experience
•Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship
•You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve
•You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work
•You have a strong desire to make a positive impact on your community both professionally and personally
•You love meeting new people and building a network
•You are self-motivated and will work determinedly to achieve your vision of success
•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
•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
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications

This will be a great opportunity for you if:
•You desire to join a community of professionals who are as passionate about your success as you are
•You value collaboration and localized expert resource
•You appreciate the idea of being independent but not alone while building and scaling your career
•You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity, and come alongside you to help you achieve your goals
•You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building, and shared experiences
•Valid FINRA Series 7 & 63/66 preferred but not required
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
•Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•Requires a Bachelor's degree in business administration, finance, or other related field