Associate Financial Planner

We 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 goals through 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!

• 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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Valid FINRA Series 7 & 63/66 preferred but not required

$50,000 - $70,000 per year