Financial Planner

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!

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• 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
• Serve as a collaborative team player willing to further development through continued training opportunities

• Build relationships with clients in your community and beyond
• Learn to assess financial needs and create customized plans
• Receive ongoing support and mentorship from experienced advisors
• Use modern tools and technology to manage client accounts
• Grow your client base through networking and referrals

• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

• A self-starter with a strong work ethic and a desire to learn
• Passionate about helping others and making a difference
• Comfortable talking to people and building long‑term relationships
• Open to feedback and mentorship

$80,000–$105,000 per year