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Financial Advisor
2 weeks ago
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply 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 • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Valid FINRA Series 7 & 63/66 preferred but not required • Requires a Bachelor’s degree in business administration, finance, or other related field • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Candidate is required to hold either a US passport, a green card, or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT) Compensation: $107,500+ at plan commission
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Compensation:
$107,500 per year
