Associate Financial Planner

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • A required Bachelor’s degree in business administration, finance, or similarly related field Compensation: $80,000 at plan yearly • Compensation: $80,000 per year