Financial Advisor

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision‑making. Responsibilities Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals 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 Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Serve as a collaborative team player willing to further development through continued training opportunities Qualifications Basic understanding of the role of a financial advisor or financial consultant, and interest in the financial industry and financial products is necessary Valid FINRA Series 7 & 63/66 preferred but not required Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients 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 required Compensation $75,000 per year #J-18808-Ljbffr