Job Description

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

•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
•Be a coachable, organized team member interested in pursuing training development and educational opportunities

Qualifications

•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
•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
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

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