Entry Level 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: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Qualifications: • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Requires a Bachelor’s degree in business administration, finance, or other related field • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Up-to-date FINRA Series 7 & 63/66 documents are a bonus Compensation: $116,000 at plan yearly

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Compensation:
$116,000 per year