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: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • 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 Qualifications: • A required Bachelor’s degree in business administration, finance, or similarly related field • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • 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 • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Compensation: $75,000+ compensation-based

•

Compensation:
$75,000 per year