Associate Financial Planner

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: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • 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 • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions. 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 • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport. • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship. • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions. • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives. • Education : a bachelor's degree in finance, business, economics, or a related field is preferred. • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus. Compensation: $90,000 - $100,000

• Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.

Compensation:
$90,000-$100,000 per year