Associate Financial Advisor

The Vermont Agency; Greenville (SC); On-site; USD 50,000 - 100,000; Full time

Job summary

An established industry player is seeking an entry-level Financial Advisor to join their expanding team. This role is perfect for individuals eager to learn the intricacies of wealth management and help clients reach their financial aspirations. The ideal candidate will possess strong analytical and communication skills, with a commitment to building lasting client relationships. As part of a collaborative team, you'll receive ongoing training and support to thrive in the financial services sector. If you're ready to embark on a rewarding career path in finance, this opportunity is for you!

Qualifications

• Desire to learn about financial services and wealth management.
• Strong client relationship-building skills are essential.

Responsibilities

• Support clients in achieving their financial goals through tailored recommendations.
• Customize financial plans based on individual client circumstances.

Skills

Analytical Skills

Communication Skills

Math Skills

Decision-Making

Education

FINRA Series 7

FINRA Series 63/66

Tools

Microsoft Office

Excel

CRM Systems

Financial Planning Software

Google Suite

Job description

Job Title: Entry-Level Financial Advisor

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities:

1. Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.
2. 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.
3. Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects.
4. Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.
5. Serve as a collaborative team player willing to further development through continued training opportunities.

Qualifications:

1. Valid FINRA Series 7 & 63/66 preferred but not required.
2. Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired.
3. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
4. Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.

Compensation:

$50,000 - $100,000 per year