Job Details

Description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-termadvising relationships, and excellent communication skills. Apply now!

Responsibilities

• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products

Qualifications

• Bachelor's Degree a must, sales experience and/or financial internships a plus.
• A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
• You are personable and caring, with a natural ability to connect and communicate with others.
• Enthusiastic, high energy, and positive attitude.
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
• Must have excellent communication and interpersonal skills.
• Quick learner who is comfortable in a fast-paced, dynamic environment.
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Bachelor's degree in business administration, finance, or related field is required
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required