Financial Planner

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision‑making.

If this sounds like you, apply today!

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating 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 trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus

Compensation:
$120,555 per year