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: • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Qualifications: • Strong interest in financial planning and investment management • Excellent interpersonal and communication skills • Sales experience or customer service background • Willing to study and obtain a Life Insurance license • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is 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 Compensation: $50,000 - $100,000

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