We are seeking a motivated and detail-oriented individual to join our team as a Financial Advisor. This is an exciting opportunity for someone looking to break into the financial services industry and build a rewarding career.
Key Responsibilities:
* Develop and implement comprehensive financial plans tailored to meet the unique needs of each client
* Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer
* BUILD AND MAINTAIN STRONG, LONG-LASTING RELATIONSHIPS WITH CLIENTS HELPING THEM ACHIEVE THEIR FINANCIAL GOALS THROUGH PERSONALIZED ADVICE AND GUIDANCE
* Stay receptive to feedback and coaching from senior advisors continually refining your approach and strategies to improve performance
* Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry
* Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations
* Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions
* Provide strategic recommendations for products plans investments and other methods to help clients achieve financial goals Look for identify and secure new clients to serve as a trusted advisor for crucial financial decisions 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 Be a coachable organized team member interested in pursuing training development and educational opportunities Customize financial plans for each client based on his or her professional/work circumstances life stage and evolving financial needs
Requirements:
* Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients building trust and rapport Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives Education: A bachelor's degree in finance business economics or a related field is preferred Prior Sales Experience (Preferred): While not required prior experience in sales customer service or a similar role is a plus Basic knowledge of computer programs including Microsoft Office financial planning software Google Suite CRM systems and related programs is needed A required Bachelor's degree in business administration finance or similarly related field Though not required a valid FINRA Series 7 & ***** license is considered a plus Basic understanding of the role of a financial advisor or financial consultant as well as interest in the financial industry and financial products is necessary Superior communication relationship building and math skills to establish a strong foundation of customer service for all clients