Job Description

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! We are seeking Financial Professionals, Part-Time or Full-Time to join our team immediately! You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Responsibilities:

• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• 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
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Study, learn, and execute with on-the-job training
• Shadow client meetings, plan designs, and presentations
• Analyze client financials to determine their needs and risk tolerance
• Review available options for clients
• Recommend which areas or services fit the client's need

Qualifications:

• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Exemplary communication and relationship skills to support strong customer service for current and new clients.

About Company: We provide a complimentary financial plan for anyone who needs help or feels the traditional financial services industry is overlooking them.

Job Tags

Full time, Part time, Immediate start,

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