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: Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Embrace the role of a structured yet coachable team player open to continued education and training from other team members Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs 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: 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 Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential 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 Compensation: $116,000 at plan yearly Compensation: $116,000 per year #J-18808-Ljbffr NYL - Nassau-Suffolk NY