Entry-Level Financial Advisor
1 week ago
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our team. The ideal candidate will be eager to learn the financial services ropes needed for building an effective wealth management practice, where they will help clients achieve their financial goals. Successful financial advisor candidates should have the heart of a coach, be ambitious, have a drive to win, and have the desire to build a financial services practice based on planning. A successful candidate is coachable and has the GRIT to be successful. If this sounds like you, apply today
Responsibilities
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a collaborative team player willing to further development through continued training opportunities
• 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
• 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
• Requires a bachelor's degree.
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Valid FINRA SIE, Series 7 & 66, & state life/health insurance licenses preferred or willingness to obtain within 120 days of offer.
• Basic knowledge of computer programs, including Microsoft Office, financial planning software, Microsoft Suite, CRM systems, and related programs, is preferred
• Interpersonal skills complemented by a strong desire to build strong client relationships with existing and prospective customers
• We will sponsor candidates for FINRA Series 7/66 required registrations
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
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