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: • 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 • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Valid FINRA Series 7 & 63/66 preferred but not required • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • A required Bachelor’s degree in business administration, finance, or similarly related field • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Must be authorized to work in the US — candidates must hold a US passport, green card, or regular renewable EAD. Note: We are unable to sponsor or contract with F1 Visa (OPT/CPT) holders at this time. Compensation: $118,500+ annually at plan commission

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Compensation:
$118,500 per year