Personal Financial Planner

Description 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 • 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 • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Serve as a collaborative team player willing to further development through continued training opportunities • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications • Valid FINRA Series 7 & 63/66 preferred but not required • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Requires a Bachelor's degree in business administration, finance, or other related field • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Created: 2024-11-05