Financial Advisor

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 training and development program builds successful Registered Representatives that have a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, stocks / mutual funds, and more. If you have great communication skills and excel at building relationships, we want to hear from you!

Desired Skills and Experience / Qualifications

• FINRA Series 7 / 6, SIE, and 63 / 66 preferred but not required
• A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed
• Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Bachelor’s degree in business administration, finance, or similarly related field desired but not required
• Traits of our most successful Associates :
• Passion to help people
• Integrity
• A successful track record
• Enthusiasm
• Self-discipline
• Resilience
• Goal-Oriented

Responsibilities

Determine cash flow, income to debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives

Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Embrace the role of a coachable team player open to continued education and training from other team members

Create customized financial plans for each client based on life stage, professional circumstances, and financial needs

Understand the economic markets and use resources to leverage your expertise

Be there in times of need when clients need us most

Job Type : Full-time

Compensation : $60,000.00 - $130,000.00 per year

Benefits :

401(k)

Dental insurance

Employee discount

Flexible schedule

Flexible spending account

Health insurance

Health savings account

Life insurance

Professional development assistance

Referral program

Retirement plan

Vision insurance

Physical setting :

Office

Schedule :

Monday to Friday

Supplemental pay types :

Bonus pay

Commission pay