Entry-Level Financial Advisor
2 days ago
Training Provided
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today
Responsibilities
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Qualifications
• Bachelor's Degree a must, sales experience and/or financial internships a plus
• A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth
• You are personable and caring, with a natural ability to connect and communicate with others
• Enthusiastic, high energy, and positive attitude
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
• Must have excellent communication and interpersonal skills
• Quick learner who is comfortable in a fast-paced, dynamic environment
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• A Bachelor's degree in business administration, finance, or a related field is required
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