Associate Financial Planner
4 days ago
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: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • 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 • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals What You'll Do: • Build relationships with potential clients and understand their financial needs • Present and explain products and solutions • Guide clients through the application and policy issuance process • Provide ongoing support and service to clients • Attend training and development sessions Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • A required Bachelor’s degree in business administration, finance, or similarly related field • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Up-to-date FINRA Series 7 & 63/66 documents are a bonus Who We're Looking For: • Highly motivated and self-driven individuals • Excellent communication and interpersonal skills • A passion for helping others • A strong work ethic and a desire to succeed • Sales experience is a plus, but not required. We are willing to train the right person • Must be able and willing to obtain a life insurance license • This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support. Why Join Us? • Be part of a supportive and collaborative team • Represent a reputable and respected company • Enjoy the flexibility and freedom of a self-driven career • Make a positive impact on the lives of others • Earn a competitive income Compensation: $75,000 - $100,000 per year
• What You'll Do: • Build relationships with potential clients and understand their financial needs • Present and explain products and solutions • Guide clients through the application and policy issuance process • Provide ongoing support and service to clients • Attend training and development sessions
Compensation:
$75,000-$100,000 per year
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