Personal 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!

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• 以积极的学习态度融入团队，参与专业培训与发展计划，持续提升专业能力
• 分析客户需求，制定个性化财务规划，提供战略性投资建议，助力客户实现财务目标
• 主动开拓市场，培养客户信任度，成为新客户的首选财务顾问
• 深度评估客户财务状况（包括现金流、财富目标、退休计划等），量身定制财富管理方案

• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• A required Bachelor’s degree in business administration, finance, or similarly related field
• 对金融产品、财务规划或财富管理领域有基本认知
• 熟练使用Microsoft Office、Excel、CRM系统、财务规划软件、Google套件及其他资金管理工具者优先
• 持有FINRA Series 7及63/66证书者优先（非必需）
• 本科及以上学历，金融、工商管理或相关专业背景
• 出色的沟通与数据分析能力，具备客户关系维护经验

$132,000 per year (at‑plan earnings)