Entry-Level Financial Planner
: Job Details :

DescriptionWe are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goalsthrough a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!ResponsibilitiesConsider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needsServe as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospectsWork 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 managementSupport clients' progress toward their financial goals through strategic product, plan, and investment recommendationsBe a coachable, organized team member interested in pursuing training development and educational opportunitiesQualificationsRequires a Bachelor's degree in business administration, finance, or other related fieldBasic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is neededThough not required, a valid FINRA Series 7 & 63/66 license is considered a plusBasic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessaryStellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers