Entry-Level Financial Advisor: Growth, Mentorship & Impact

Banderman Wealth Management; St. Louis (MO); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Ongoing training and development

Performance incentives

Support from planning team and mentors

Flexible schedule

Job summary

A financial services firm in St. Louis is looking for an Entry Level Financial Representative to join their team. The role involves engaging with clients, developing personalized financial plans, and recommending insurance solutions. No prior experience is required, and comprehensive training is provided to obtain necessary licenses. The position offers a competitive compensation structure and the flexibility to create a schedule that fits your lifestyle and goals. Make a lasting impact by helping clients achieve financial security.

Qualifications

• No prior experience in financial services or business development required.
• Interest in helping clients achieve financial security.
• Must obtain necessary licenses including Series 6 and 63.

Responsibilities

• Engage clients to understand financial goals and needs.
• Develop comprehensive financial plans including investments and insurance.
• Recommend insurance strategies to protect assets and income.
• Monitor and adjust financial plans based on client needs.
• Build a network through referrals and community involvement.

Skills

Strong interpersonal skills

Communication skills

Analytical thinking

Job description

A financial services firm in St. Louis is looking for an Entry Level Financial Representative to join their team. The role involves engaging with clients, developing personalized financial plans, and recommending insurance solutions. No prior experience is required, and comprehensive training is provided to obtain necessary licenses. The position offers a competitive compensation structure and the flexibility to create a schedule that fits your lifestyle and goals. Make a lasting impact by helping clients achieve financial security.