Job Description
Job Description
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 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:
$50,000 - $100,000
Responsibilities:
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- 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
Qualifications:
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Valid FINRA Series 7 & 63/66 preferred but not required
- Willing to study and obtain a Life Insurance license
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.