Description
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 our clients achieve their monetary goals.
Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.
If this sounds like you, apply today!
Responsibilities
•Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
•Serve as a collaborative team player willing to further development through continued training opportunities
•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Up-to-date FINRA Series 7 & 63/66 documents are a bonus