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!

• 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
• Serve as a collaborative team player willing to further development through continued training opportunities
• 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
• Guide clients in developing personalized financial plans that align with their life goals and aspirations
• Analyze clients’ financial status and provide strategic advice on investments, risk management, and estate planning
• Build and nurture long‑term relationships with clients, ensuring trust and transparency in all interactions
• Stay informed about industry trends and regulatory changes to provide clients with the most current advice
• Collaborate with team members to deliver comprehensive financial solutions and enhance client satisfaction
• Identify new business opportunities and expand the client base through networking and community engagement
• Conduct regular reviews of clients’ financial plans to ensure they remain aligned with changing circumstances and goals

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Although not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Experience in financial advising, with a focus on insurance and investment products
• Ability to build and maintain strong client relationships through effective communication and trust
• Proven track record of achieving sales targets and expanding client portfolios
• Strong analytical skills to assess clients’ financial situations and provide tailored advice
• Commitment to continuous learning and professional development in the financial sector
• Ability to work collaboratively with team members to deliver comprehensive financial solutions
• Proficiency in using financial planning software and tools to create customized plans for clients

$120,000 - $150,000 yearly