Financial Advisor - Financial Professional
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. If this sounds like you, apply today! Responsibilities:
- 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
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- 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
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Valid FINRA Series 7 & 63/66 preferred but not required
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