Associate Financial Planner
: Job Details :

DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Responsibilities•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•Serve as a collaborative team player willing to further development through continued training opportunities•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goalsQualifications•Requires a Bachelor's degree in business administration, finance, or other related field•Up-to-date FINRA Series 7 & 63/66 documents are a bonus•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary