Entry Level Financial Advisor

Bighornlaw; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated financial advisor to join their growing team. This entry-level position offers a unique opportunity to learn the ins and outs of wealth management while helping clients reach their financial aspirations. Ideal candidates will possess strong communication and analytical skills, along with a willingness to learn and adapt. The firm is dedicated to providing comprehensive financial education and services, making it an exciting place to build a career in the financial sector. If you are ready to embark on a rewarding journey in finance, this opportunity is for you.

Qualifications

• Must be 18+ years old and authorized to work in the US.
• Strong work ethic and open-minded attitude are essential.

Responsibilities

• Customize financial plans based on clients' circumstances.
• Support clients in achieving their financial goals.
• Identify and secure new clients for financial advice.

Skills

Analytical Skills

Communication Skills

Decision-Making

Coachable

Strong Work Ethic

Education

High School Diploma

Financial Services Training

Job description

Applicants must be 18+, live in, and be authorized to work in the US, and pass a background check. An investment license is not required to apply; we assist with the licensing process.

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 analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities

• Be a coachable, organized team member interested in pursuing training development and educational opportunities.
• Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs.
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.
• 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.

Qualifications

• Must be 18+ years old.
• US Citizen - must live in and be authorized to work in the US.
• Strong work ethic.
• Open-minded.
• Coachable.

Compensation: $60,000 - $80,000 at plan commission.

About Phenomenal Life Services, LLC

We are brokers and dealers of PFS Investments. PFS Investments is a leading financial services company with a focus on serving the needs of middle-income families. With more than 46 years of experience, we offer financial education and a range of products and services, such as term life insurance, mutual funds, annuities, mortgages, and senior health.

Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. We operate throughout the U.S., Canada, and the territories of Puerto Rico and Guam, and are publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI".