Associate Financial Advisor

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. Responsibilities: Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor 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: Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary A Bachelor’s degree in finance, business administration, or alternate related analytical field is required Up-to-date FINRA Series 7 & 63/66 documents are a bonus Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Willing to study and obtain a Life Insurance license Compensation: $50,000 - $100,000 per year

#J-18808-Ljbffr