Entry Level Financial Advisor

Phenomenal Life Services, LLC; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An innovative firm is seeking a motivated financial advisor to join its expanding team. This entry-level role is perfect for individuals eager to learn the intricacies of wealth management and help clients achieve their financial goals. The ideal candidate will possess strong communication and analytical skills, along with a commitment to continuous learning and development. With a supportive environment and guidance through the licensing process, this position offers a unique opportunity to grow in the financial services industry. If you're ready to make a difference in people's lives and embark on a rewarding career, apply today!

Qualifications

• Must be 18+, US Citizen, and authorized to work in the US.
• Strong work ethic and coachable attitude are essential.

Responsibilities

• Customize financial plans based on clients' needs and goals.
• Support clients in achieving their financial objectives.
• Identify and secure new clients as a trusted advisor.

Skills

Analytical Skills

Communication Skills

Decision-Making

Coachable

Strong Work Ethic

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:

1. Be a coachable, organized team member interested in pursuing training development and educational opportunities.
2. Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.
3. Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.
4. Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.
5. 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:

1. Investment license is not required to apply; we assist with the licensing process.
2. Must be 18+ years old.
3. No Felonies.
4. US Citizen - must live in and be authorized to work in the US.
5. Strong Work Ethic.
6. Open-Minded.
7. Coachable.

Compensation:

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