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: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Embrace the role of a structured yet coachable team player open to continued education and training from other team members Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: Requires a Bachelor’s degree in business administration, finance, or other related field Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Compensation: $44,000 - $84,000 at plan yearly

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