We are seeking a strategic financial advisor to fill an entry-level position that offers growth opportunities and a promising job outlook.
Job Responsibilities
* Serve as a trusted advisor for new clients acquired through proactive measures.
* Work directly with clients to compile financial profiles and provide sound financial advice based on individual circumstances.
* Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs.
* Be a coachable, organized team member interested in pursuing training development and educational opportunities.
* Make strategic product, plan, and investment recommendations to help clients reach their monetary goals.
Required Qualifications
Passion for Financial Education & Helping Others
* Genuine interest in personal finance, wealth-building, and financial planning.
* Excited about helping clients understand and improve their financial well-being.
Strong Communication & Relationship-Building Skills
* Ability to connect with people, actively listen, and build trust.
Curiosity & Willingness to Learn
* Eager to develop expertise in investments, financial strategies, and client advising.
* Open to mentorship, training, and continuous personal growth.
Detail-Oriented & Organized
* Ability to stay on top of tasks, follow processes, and manage client information responsibly.
* Strong work ethic and a commitment to delivering quality support.
Proactive & Adaptable Mindset
* Comfortable working in a dynamic, fast-paced environment.
* Willing to take initiative, problem-solve, and contribute to a team.
Compensation Package
$50,000 - $70,000 yearly salary