EntryLevel Financial Professional

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! 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 • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time Qualifications: • Valid FINRA Series 7 & 63/66 preferred but not required • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Demonstrated sales experience or an enterprising attitude • Excellent communicative skills, both written and verbal • Dedicated to helping families and businesses live their best lives • Knowledgeable about the business industry • Well-presented and professional in all interactions • Resilient and determined when faced with adversity • Skilled in leveraging personal connections and networks to build relationships • Must be a US citizen or legally authorized to work in the US Compensation: $75,000+ yearly

• Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time

Compensation:
$75,000 per year