EntryLevel Financial Advisor

Responsibilities Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Research and provide financial advice and strategies through educational meetings or seminars suitable based on client risk tolerance and financial objectives Create customized financial plans using the products and services offered based on each client’s potential life and financial needs Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services Implement social media and other marketing tools to identify, seek, and generate prospects to foster strong, long‑term relationships as a reliable financial service professional Qualifications Effectively network to identify potential new clients Relationship management skills are required Uncompromising integrity and ability to effectively communicate complex programs and ideas Ability to obtain SIE, Series 6 or 7, and 63, 65, or 66 Customer Relationship Management (CRM) skills are required Ability to obtain a Life, Health & Accident License Work with Senior Executives daily Master’s degree or equivalent work history Superior attitude towards compensation Compensation $60,000 - $84,000 per year #J-18808-Ljbffr