Associate 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 :

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals What You'll Do :
• Build relationships with potential clients and understand their financial needs
• Present and explain products and solutions
• Guide clients through the application and policy issuance process
• Provide ongoing support and service to clients
• Attend training and development sessions Qualifications :
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Up-to-date FINRA Series 7 & 63 / 66 documents are a bonus Who We're Looking For :
• Highly motivated and self-driven individuals
• Excellent communication and interpersonal skills
• A passion for helping others
• A strong work ethic and a desire to succeed
• Sales experience is a plus, but not required. We are willing to train the right person
• Must be able and willing to obtain a life insurance license
• This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support. Why Join Us?
• Be part of a supportive and collaborative team
• Represent a reputable and respected company
• Enjoy the flexibility and freedom of a self-driven career
• Make a positive impact on the lives of others
• Earn a competitive income Compensation : $75,000 - $100,000 per year
• What You'll Do :
• Build relationships with potential clients and understand their financial needs
• Present and explain products and solutions
• Guide clients through the application and policy issuance process
• Provide ongoing support and service to clients
• Attend training and development sessions

Compensation :

$75,000-$100,000 per year