Financial Planner

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: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • 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: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Valid FINRA Series 7 & 63/66 preferred but not required • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required Compensation: $80,000 - $150,000 yearly

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Compensation:
$80,000-$150,000 per year