Entry-Level Financial Advisor

Description

Build a lucrative career with unlimited growth potential while gaining the knowledge to create wealth for yourself and others. Enjoy the freedom of an independent career, the support of an exceptional team, and the opportunity to make a lasting impact in the lives of people you serve.

Ardent Financial is seeking motivated, coachable individuals who are ready to build a rewarding career in the financial services industry. Whether you are changing careers or just starting your professional journey, we provide the training, mentorship, and support you need to become a successful Financial Advisor.

As part of our team, you will help individuals, families, and business owners create financial strategies designed to protect what matters most, build wealth, prepare for retirement, and leave lasting legacies. You will build meaningful relationships while growing a business you can truly be proud of.

No previous financial experience is required. We invest in your success through comprehensive training, professional development, licensing support, and ongoing coaching.

Responsibilities

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications

• Life and Health Licensing required prior to start
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential