Associate Financial Advisor

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!

• Serve as a collaborative team player willing to further development through continued training opportunities
• 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
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

• A required Bachelor’s degree in business administration, finance, or similarly related field
• Valid FINRA Series 7 & 63/66 preferred but not required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Willing to study and obtain a Life Insurance license

$50,000 - $70,000 per year