Entry-Level Financial Advisor
Job Description
Job 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 ropes of financial services 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. If this sounds like you, apply today!
Compensation:
$75,000+ yearly
Responsibilities:
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- 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
- 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:
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- 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
- 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.