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! Compensation:

$72,500

Responsibilities:

• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• 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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications:

• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Valid FINRA Series 7 & 63/66 preferred but not required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

About Company

179 year old financial services company - strength and consistency.