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:
$100,000+ at plan yearly
Responsibilities:-
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- 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
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications:-
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- 4-year degree; or equivalent professional work experience
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Entrepreneurial ambitions
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History of success in sales, athletics, military, client services, or client-facing roles
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Excellent time-management skills
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Desire for continuous learning
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Legal authorization to work in the US without sponsorship
About Company
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!