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Associate Financial Advisor
4 weeks 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
•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
•Be a coachable, organized team member interested in pursuing training development and educational opportunities
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications
•A required Bachelor's degree in business administration, finance, or similarly related field
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
•Valid FINRA Series 7 & 63/66 preferred but not required
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