EntryLevel Financial Professional

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: • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • 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 • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time Qualifications: • 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 • Valid FINRA Series 7 & 63/66 preferred but not required • Requires a Bachelor's degree in business administration, finance, or other related field • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Demonstrated sales experience or an enterprising attitude • Excellent communicative skills, both written and verbal • Dedicated to helping families and businesses live their best life • Knowledgeable about the business industry • Well-presented and professional in all interactions • Resilient and determined when faced with adversity • Skilled in leveraging personal connections and networks to build relationships • Must be a US citizen or legally authorized to work in the US Compensation: $75,000+ yearly • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time

Created: 2024-11-05