Associate Financial Advisor
1 day ago
Do you have a desire to assist others in helping them to build effective strategies to reach their financial goals, and at the same time connect with their values and vision? We are seeking Leaders who have a forward-thinking mindset and a willingness to build a successful financial services practice in their local community.
With your skills, passion, and drive to succeed, consider partnering with us as we are willing to come alongside you, with training, development, and compensation to build your business. You must be committed to developing long-term relationships, have great communication skills, and have an interest in financial outcomes. If this is you, let's have a discussion today
Responsibilities
• 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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Serve as a collaborative team player willing to further development through continued training opportunities
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications
• Requires a Bachelor's degree in business administration, finance, or other related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Valid FINRA Series 7 & 63/66 preferred but not required
• Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• We will sponsor candidates for FINRA Series 7/66 required registrations
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
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