Entry Level Financial Services Professional

Job Overview

Embark on an exciting journey as an Entry Level Financial Services Professional, where you will play a vital role in helping clients achieve their financial goals through personalized advice and comprehensive service. This dynamic position offers the opportunity to develop expertise in financial planning, investment management, and client relationship management within a supportive and growth-oriented environment. You will work closely with experienced professionals to gain industry knowledge of financial regulations, securities law, and wealth management strategies, all while delivering exceptional service to diverse clients. This paid position is ideal for motivated individuals eager to build a rewarding career in the financial services industry.

Duties

• Assist clients with financial planning and investment management advisory services, ensuring tailored solutions that meet their unique needs.
• Support the development and implementation of estate planning strategies, including wills, trusts, and estate law considerations.
• Conduct research on financial markets, industry regulations, and financial concepts to stay informed and provide accurate guidance.
• Maintain client relationships through effective communication, ensuring ongoing client satisfaction and trust.
• Help manage investment portfolios by monitoring performance, conducting financial analysis, and recommending adjustments as needed.
• Support compliance with securities law and industry regulations by adhering to established protocols and documentation standards.
• Utilize financial software and technical accounting tools to facilitate accurate recordkeeping, cash management, and reporting.

Requirements

• Strong understanding of financial concepts, including wealth management, investment strategies, and financial analysis.
• Knowledge of estate planning, wills, trusts & estate law, securities law, and tax experience is highly desirable.
• Experience practicing in the securities industry or related financial services field is preferred.
• Familiarity with FINRA (Financial Industry Regulatory Authority) rules and industry knowledge of financial regulations is a plus.
• Excellent client relationship management skills combined with effective communication abilities.
• Analytical mindset with proficiency in financial software and research tools.
• Math skills necessary for financial analysis, cash management, and technical accounting tasks.
• Ability to learn quickly and adapt to evolving industry standards within a fast-paced environment.

Join us as an Entry Level Financial Services Professional and take your first step toward a fulfilling career dedicated to empowering clients through expert guidance in a vibrant industry!

Pay: $70,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Retirement plan

Work Location: In person

Benefits:

Salary : $70,000 - $150,000