Job Details

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!

Responsibilities

• Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs.
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Serve as a collaborative team player willing to further development through continued training opportunities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Qualifications

• Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity.
• Strong relationship management skills and/or experience.
• Ability to successfully network to prospect new potential clients.
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required.
• Ability to work a hybrid schedule.
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Requires a Bachelor's degree in business administration, finance, or other related field
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus