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: Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each persons individual financial status, income, financial goals, and other factors contributing to wealth management Serve as a collaborative team player willing to further development through continued training opportunities Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Consider clients life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Support clients progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: A required Bachelors degree in business administration, finance, or similarly related field Valid FINRA Series 7 & 63/66 preferred but not required Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred 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: $85,000+ per plan
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each persons individual financial status, income, financial goals, and other factors contributing to wealth management Serve as a collaborative team player willing to further development through continued training opportunities Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Consider clients life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Support clients progress toward their financial goals through strategic product, plan, and investment recommendations
Compensation:
$85,000 per year