Description
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
•Serve as a collaborative team player willing to further development through continued training opportunities
•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
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
•Valid FINRA Series 7 & 63/66 preferred but not required
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•A required Bachelor's degree in business administration, finance, or similarly related field