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We are looking for hard-working, ethical individuals with an entrepreneurial mindset. We are a full-service broker-dealer educating American's about financial well-being.
Working with about 150 of the top financial companies in the US, we are able to tailor to individual needs. Serving people from all walks of life, we are dedicatd to providing world-class financial education and real strategies. With current inflation and housing markets, families need help with a "protection first" and growth priority.
Responsibilities:
- Provide financial guidance and advice to clients based on their individual needs and goals
- Analyze clients' financial situations and recommend appropriate strategies
- Assist clients with retirement planning, investment management, and risk management
- Stay up-to-date with industry trends and changes in financial regulations
- Build and maintain strong relationships with clients to ensure long-term satisfaction
Skills:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Detail-oriented
As a Financial Professional, you will play a crucial role in helping individuals and families achieve their financial goals. You will have the opportunity to work closely with clients, providing them with personalized financial advice and strategies.
Job Types: Full-time, Part-time
Pay: $1.00 - $350,000.00 per year
Expected hours: 10 – 55 per week
Benefits:
Schedule:
Supplemental pay types:
Work Location: Hybrid remote in South Jordan, UT 84095
Full Time | Part Time
$123k-146k (estimate)
07/26/2023
09/11/2024
The job skills required for Financial Professional include Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
03/22/2022: Lima, OH
A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
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A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Financial advisors may run their own firm or they might be part of a larger office or bank.
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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
02/15/2022: Reno, NV
To become a financial advisor, one first needs to complete a bachelor's degree.
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To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
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Step 3: View the best colleges and universities for Financial Professional.