Financial Planner

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 :

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and / or seminars centered on client risk tolerance and financial goals.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs. Qualifications :
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• 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
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity.
• Strong relationship management skills and / or experience.
• Ability to successfully network to prospect new potential clients.
• Fluency in Spanish, Vietnamese, and / or Chinese is preferred but not required.
• Ability to work a hybrid schedule. Compensation : $123,000 at plan earnings
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and / or seminars centered on client risk tolerance and financial goals.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

Compensation : $123,000 per year