EntryLevel Financial Professional

Job Overview

We are seeking an experienced financial advisor to assist our 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.

• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects.
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs.
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.

• Current professional license CPA, or CFP and FINRA Series 7 and 66, is required.
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred.
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred.
• Requires a Bachelor's degree in finance, business administration, or related field.
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential.
• Bachelor's Degree a must; sales experience and/or financial internships a plus.
• Business mindset: motivated by the chance to help prospective clients while focusing on personal growth.
• Personable and caring, with a natural ability to connect and communicate with others.
• Enthusiastic, high energy, and positive attitude.
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
• Honesty, integrity, & ethics: trusted to do the right thing for clients and the team.
• Excellent communication and interpersonal skills.
• Quick learner who is comfortable in a fast-paced, dynamic environment.

$80,000+ performance-based per year.