Strategies for Wealth
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: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Be a coachable, organized team member interested in pursuing training development and educational opportunities • 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 • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs •
Training and Development:
Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client •
Expand Client Base:
Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer. •
Client Relationship Management:
Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. •
Coachable and Open to Feedback:
Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. •
Obtain FINRA License:
Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. •
Financial Planning and Strategy:
Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. •
Achieve Sales and Performance Goals:
Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions. Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • 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 •
Strong Communication Skills:
Ability to clearly communicate financial concepts and advice to clients, building trust and rapport. •
Eagerness to Learn:
A willingness to continually develop financial knowledge and skills through training and mentorship. •
Problem-Solving Ability:
Strong analytical thinking to assess client needs and recommend suitable financial solutions. •
Client-Focused:
Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives. •
Education
: a bachelor's degree in finance, business, economics, or a related field is preferred. •
Prior Sales Experience (Preferred):
While not required, prior experience in sales, customer service, or a similar role is a plus. Compensation: $90,000 - $100,000 • Training and Development:Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client • Expand Client Base:Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management:Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback:Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License:Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy:Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals:Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.
Compensation: $90,000-$100,000 per year
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Training and Development:
Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client •
Expand Client Base:
Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer. •
Client Relationship Management:
Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. •
Coachable and Open to Feedback:
Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. •
Obtain FINRA License:
Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. •
Financial Planning and Strategy:
Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. •
Achieve Sales and Performance Goals:
Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions. Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • 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 •
Strong Communication Skills:
Ability to clearly communicate financial concepts and advice to clients, building trust and rapport. •
Eagerness to Learn:
A willingness to continually develop financial knowledge and skills through training and mentorship. •
Problem-Solving Ability:
Strong analytical thinking to assess client needs and recommend suitable financial solutions. •
Client-Focused:
Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives. •
Education
: a bachelor's degree in finance, business, economics, or a related field is preferred. •
Prior Sales Experience (Preferred):
While not required, prior experience in sales, customer service, or a similar role is a plus. Compensation: $90,000 - $100,000 • Training and Development:Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client • Expand Client Base:Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management:Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback:Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License:Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy:Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals:Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.
Compensation: $90,000-$100,000 per year
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