Financial Advisor
Job 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!
Compensation:$75,000+ at plan with benefits
Responsibilities:
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Qualifications:
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
- Bachelor’s degree in business administration, finance, or related field is required
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Strong interest in financial planning and investment management
- Excellent interpersonal and communication skills
- Sales experience or customer service background
- Willing to study and obtain a Life Insurance license
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired
- A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
About Company
Our mission is clear: To Dramatically Impact the Lives of Others
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.
