Associate 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!

Responsibilities:
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• 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
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• 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

Qualifications:

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• 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: $75,000 - $125,000 yearly

•

Compensation:
$75,000-$125,000 per year