Financial Planner

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 ropes of financial services needed for effective wealth management to help our 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: $80,000 - $135,000 commission based Qualifications Up-to-date FINRA Series 7 & 63/66 documents are a bonusBaseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desiredComputer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferredA Bachelor’s degree in finance, business administration, or alternate related analytical field is requiredExemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Responsibilities Embrace the role of a structured yet coachable team player open to continued education and training from other team membersConsider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needsGather 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 managementProvide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goalsSeek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor