Entry-Level Associate Financial Advisor

Description

We 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

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• 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
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Qualifications