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!
Responsibilities
•Ability to understand the needs and financial concerns of clients
•Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
•Promote customized ways for clients to achieve their long-term financial goals
•Cultivating relationships, with a view to helping every family member or individual pursue financial security
•Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
•Providing compassion and guidance to clients when unfortunate life circumstances arise
•Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time
•Embrace the role of a structured yet coachable team player open to continued education and training from other team members
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
•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
•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications
•Sales experience preferred, but not required
•Entrepreneurial mindset
•Strong communication skills both written and verbal
•Desire to help families and businesses address their financial needs
•Strong business acumen
•Professional business demeanor
•Perseverance in the face of a challenge
•Ability to engage your community and leverage personal networks/contacts
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•Requires a Bachelor's degree in business administration, finance, or other related field
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers