Entry-Level Financial Advisor
$75kHudnall Capital Advisors
Job Description
Job Description
Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:$75,000+ Commission
Responsibilities:- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Synthesize and present financial recommendations 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
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Bachelor’s degree in business administration, finance, or related field is required
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.
We can be different by doing the right thing!
Vacancy posted 24 days ago
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