Entry-Level Financial Professional

Description

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Responsibilities

• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

• Bachelor's Degree a must, sales experience and/or financial internships a plus
• A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth
• You are personable and caring, with a natural ability to connect and communicate with others
• Enthusiastic, high energy, and positive attitude
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
• Must have excellent communication and interpersonal skills
• Quick learner who is comfortable in a fast-paced, dynamic environment
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• A Bachelor's degree in business administration, finance, or a related field is required
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential