Associate Financial Advisor

2 hours ago

United States Valor Family Financial Full time

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • 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 • Embrace the role of a structured yet coachable team player open to continued education and training from other team members Qualifications: • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • A Bachelor's degree in finance, business administration, or alternate related analytical field is required • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Compensation: $70,000 at plan earnings•Compensation:$70,000 per year

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