Financial Planning Advisor - Hybrid
: 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•Client Acquisition & Marketing•Discovery•Case Development & Analysis•Financial Plan Presentation•Implementation•Ongoing Service•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions•Embrace the role of a structured yet coachable team player open to continued education and training from other team members•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•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needsQualifications•A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred.•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary•A Bachelor's degree in finance, business administration, or alternate related analytical field is required•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus