Entry-Level Financial Professional
Job Description
Job Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry!
Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
If you have great communication skills and an eye for detail, apply today!
Compensation:
$75,000+ yearly
Responsibilities:
- Serve as a collaborative team player willing to further development through continued training opportunities
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- 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
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Ability to understand the needs and financial concerns of clients
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter
- Promote customized ways for clients to achieve their long-term financial goals
- Cultivating relationships, with a view to helping every family member or individual pursue financial security
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
- Providing compassion and guidance to clients when life circumstances arise
- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
Qualifications:
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Demonstrated sales experience or an enterprising attitude
- Excellent communicative skills, both written and verbal
- Dedicated to helping families and businesses live their best life
- Knowledgeable about the business industry
- Well-presented and professional in all interactions
- Resilient and determined when faced with adversity
- Skilled in leveraging personal connections and networks to build relationships
- Must be a US citizen or legally authorized to work in the US
About Company
Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.