Entry-Level Financial Advisor

Job Description

Job Description

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! Compensation:

$75,000+ yearly

Responsibilities:

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• 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
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

• 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:

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus

• 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

About Company

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.