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 :

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members Qualifications :
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Valid FINRA Series 7 & 63 / 66 preferred but not required
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Willing to study and obtain a Life Insurance license Compensation : $50,000 - $100,000

Compensation :

$50,000-$100,000 per year