Financial Advisor

Compensation: $80,000 - $105,000 First Year AverageQualificationsWhat We're Looking For A self-starter with a strong work ethic and a desire to learnPassionate about helping others and making a differenceComfortable talking to people and building long-term relationshipsOpen to feedback and mentorshipInterested in a career with flexibility and growth potentialBachelor's degree preferredBasic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is neededA Bachelor's degree in finance, business administration, or alternate related analytical field is requiredStellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersBaseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desiredValid FINRA Series 7 & 63/66 preferred but not requiredResponsibilitiesWhat You'll DoBuild relationships with clients in your community and beyondLearn to assess financial needs and create customized plansReceive ongoing support and mentorship from experienced advisorsUse modern tools and technology to manage client accountsGrow the client base through networking and referralsDetermine 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 objectivesCustomize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needsEmbrace the role of a structured yet coachable team player open to continued education and training from other team membersMake strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsLook for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions