Aspiring Financial Planner - Grow Client Wealth

Valor Family Financial; United States; Remote; USD 63,000 - 77,000; Full time

Job summary

A financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. The ideal candidate should possess excellent communication and math skills, a Bachelor's degree in finance or a related field, and a basic understanding of financial advising. Responsibilities include making strategic recommendations, determining clients' financial situations, and customizing financial plans. The position offers a competitive salary of $70,000 per year.

Qualifications

• Basic understanding of the role of a financial advisor is necessary.
• Proficiency in relevant software is strongly preferred.
• Stellar communication and math skills are essential.

Responsibilities

• Make strategic product and investment recommendations.
• Determine financial situations related to wealth management.
• Customize financial plans based on client circumstances.

Skills

Excellent communication

Analytical skills

Math skills

Client relationship management

Education

Bachelor’s degree in business administration, finance, or related field

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

A financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. The ideal candidate should possess excellent communication and math skills, a Bachelor's degree in finance or a related field, and a basic understanding of financial advising. Responsibilities include making strategic recommendations, determining clients' financial situations, and customizing financial plans. The position offers a competitive salary of $70,000 per year.