Personal 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 financial services ropes 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 Valid FINRA Series 7 & 63/66 preferred but not requiredWorking knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essentialBasic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is neededRequires a Bachelor’s degree in business administration, finance, or other related fieldSuperior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Responsibilities Be a coachable, organized team member interested in pursuing training development and educational opportunitiesCustomize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needsWork 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 managementMake strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsServe as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects