Associate Financial Advisor

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities :

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Serve as a collaborative team player willing to further development through continued training opportunities
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications :
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Valid FINRA Series 7 & 63 / 66 preferred but not required
• Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• We will sponsor candidates for FINRA Series 7 / 66 required registrations Compensation : $76,000 at plan earnings

Compensation : $76,000 per year