Job Opportunity
We are seeking an ambitious, forward-thinking, and result-driven financial professional to fill an entry-level position that offers opportunities for growth and development.
* Create customized financial plans tailored to meet clients' diverse needs
* Pursue ongoing training and educational opportunities to enhance skills and knowledge
* Analyze cash flow, income, financial status, financial goals, monetary assets, and other wealth management aspects
* Develop strategic product, plan, and investment recommendations to help clients achieve their financial objectives
Requirements:
* Demonstrated proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly desired
* A strong foundation in financial industry concepts, financial products, and the role of a financial advisor is essential
* Valid FINRA Series 7 certification is preferred but not mandatory
* A Bachelor's degree in finance, business administration, or a related analytical field is required
Benefits:
This role offers a promising job outlook, room for growth, and opportunities for professional development.
About the Role:
This is an exciting opportunity to join a dynamic team as a financial planner.