Financial Representative

Job Description

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!

$130,500 At plan commission

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities

• 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
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers