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: • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • 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 • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Embrace the role of a structured yet coachable team player open to continued education and training from other team members Guide clients in developing personalized financial plans that align with their life goals and aspirations.Analyze clients' financial status and provide strategic advice on investments, risk management, and estate planning.Build and nurture long-term relationships with clients, ensuring trust and transparency in all interactions.Stay informed about industry trends and regulatory changes to provide clients with the most current advice.Collaborate with team members to deliver comprehensive financial solutions and enhance client satisfaction.Identify new business opportunities and expand the client base through networking and community engagement.Conduct regular reviews of clients' financial plans to ensure they remain aligned with changing circumstances and goals. Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Valid FINRA Series 7 & 63/66 preferred but not required • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Experience in financial advising, with a focus on insurance and investment products.Ability to build and maintain strong client relationships through effective communication and trust.Proven track record of achieving sales targets and expanding client portfolios.Strong analytical skills to assess clients' financial situations and provide tailored advice.Commitment to continuous learning and professional development in the financial sector.Ability to work collaboratively with team members to deliver comprehensive financial solutions.Proficiency in using financial planning software and tools to create customized plans for clients. Compensation: $120,000 - $150,000 yearly

• Guide clients in developing personalized financial plans that align with their life goals and aspirations. • Analyze clients' financial status and provide strategic advice on investments, risk management, and estate planning. • Build and nurture long-term relationships with clients, ensuring trust and transparency in all interactions. • Stay informed about industry trends and regulatory changes to provide clients with the most current advice. • Collaborate with team members to deliver comprehensive financial solutions and enhance client satisfaction. • Identify new business opportunities and expand the client base through networking and community engagement. • Conduct regular reviews of clients' financial plans to ensure they remain aligned with changing circumstances and goals.