Associate Financial Advisor

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • 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 • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs. Qualifications: • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Requires a Bachelor’s degree in business administration, finance, or other related field • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity. • Strong relationship management skills and/or experience. • Ability to successfully network to prospect new potential clients. • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required. • Ability to work a hybrid schedule. Compensation: $123,000 at plan earnings

• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs. • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

Compensation:
$123,000 per year