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EntryLevel Financial Advisor We Train Develop You
2 weeks ago
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • A Bachelor’s degree in business administration, finance, or a related field is required • Bachelor's Degree a must, sales experience and/or financial internships a plus. • A business mindset: You are motivated by the opportunity 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. Compensation: $80,000+ OTE
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Compensation:
$80,000 per year
