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Entry-Level Financial Advisor - We Train & Develop You
Entry-Level Financial Advisor - We Train & Develop YouStone Press FG • Greensboro, NC, United States
Entry-Level Financial Advisor - We Train & Develop You

Entry-Level Financial Advisor - We Train & Develop You

Stone Press FG • Greensboro, NC, United States
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Description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Responsibilities

  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
  • 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

Qualifications

  • Bachelor's Degree a must, sales experience and / or financial internships a plus.
  • A business mindset : You are motivated by the chance to help prospective clients while focusing on personal growth.
  • You are personable and caring, with a natural ability to connect and communicate with others.
  • Enthusiastic, high energy, and positive attitude.
  • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
  • Honesty, integrity, & ethics : you can be trusted to do the right thing for clients and for the team.
  • Must have excellent communication and interpersonal skills.
  • Quick learner who is comfortable in a fast-paced, dynamic environment.
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • A Bachelor's degree in business administration, finance, or a related field is required
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
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