Associate Financial Professional

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Customize financial plans for each client based on potential life changes and changing financial needs • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Qualifications: • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Requires a Bachelor’s degree in finance, business administration, or related field • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Bachelor's Degree a must, sales experience and/or financial internships a plus. • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. • You are personable and caring, with a natural ability to connect and communicate with others. • Enthusiastic, high energy, and positive attitude. • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. • Must have excellent communication and interpersonal skills. • Quick learner who is comfortable in a fast-paced, dynamic environment. Compensation: $80,000+ at plan earnings

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Compensation:
$80,000 per year