Job Details

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 goalsthrough 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

What You'll Do
• Build relationships with clients in your community and beyond
• Learn to assess financial needs and create customized plans
• Receive ongoing support and mentorship from experienced advisors
• Use modern tools and technology to manage client accounts
• Grow your client base through networking and referrals
• 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
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications

What We're Looking For
• A self-starter with a strong work ethic and a desire to learn
• Passionate about helping others and making a difference
• Comfortable talking to people and building long-term relationships
• Open to feedback and mentorship
• Interested in a career with flexibility and growth potential
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Requires a Bachelor's degree in business administration, finance, or other related field
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired