Job Details

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: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • 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 • 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 • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. • Create customized financial plans using the products and services we offer based on each client's potential life and financial needs. Qualifications: • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • A required Bachelor's degree in business administration, finance, or similarly related field • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity. • Strong relationship management skills and/or experience. • Ability to successfully network to prospect new potential clients. • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required. • Ability to work a hybrid schedule. Compensation: $123,000 at plan earnings

• Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. • Create customized financial plans using the products and services we offer based on each client's potential life and financial needs. • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

Compensation:
$123,000 per year