Entry Level 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 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! Compensation :

$80,000 - $120,000 yearly

Responsibilities :

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• 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
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications :

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
• Requires a Bachelor’s degree in business administration, finance, or other related field

About Company

In its more than 173 years, National Life has insured everyone from celebrities to working people, including passengers on the Titanic and the Hindenburg and victims of the great influenza epidemic of 1918-19.

The company evolved into National Life Group, offering a full range of financial services. In 1968, the company formed a broker-dealer affiliate, Equity Services, Inc.

Eight years later, National Life acquired Sentinel Advisors, which now serves as the manager of National Life's investment portfolio that backs its insurance assets.

In 1996, National Life purchased the majority interest in Life Insurance Company of the Southwest (LSW), purchasing the remaining interest three years later.

Together, National Life Group’s member companies sell life insurance, annuities, and investments in every state (with the exception of LSW who isn't licensed in NY) around the country.