Entry-Level Financial Advisor

3 weeks ago


Corona, United States PHP Financial Services 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

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• 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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

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