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! 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
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications :
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Up-to-date FINRA Series 7 & 63 / 66 documents are a bonus
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Requires a Bachelor’s degree in business administration, finance, or other related field Compensation : $123,000 at plan earnings

Compensation : $123,000 per year