Entry-Level Financial Advisor

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!
Compensation:

$85,000 - $175,000 yearly Responsibilities: ? Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions ? 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 ? Be a coachable, organized team member interested in pursuing training development and educational opportunities ? Support clients? progress toward their financial goals through strategic product, plan, and investment recommendations ? Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Qualifications: ? 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 ? Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired About Company

Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do. We believe that relationships are the foundation of success; therefore, we foster connections that go beyond transactions, empowering our team to grow not only as professionals but as leaders in every aspect of their lives. Together, we create a supportive community that values high standards and encourages personal and professional development, ensuring that every member thrives on their journey.

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