Entry-Level Financial Advisor: Training to Wealth Manager

University of Delaware; Cherry Hill Township (NJ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Sign-On Payment

Stable Pay

Commissions and Bonuses

Comprehensive Health Benefits

401(k)

Employee Stock Purchase Plan

Job summary

A prominent financial services firm in Cherry Hill, NJ is seeking an Entry Level Financial Advisor to support clients in achieving their financial goals. The role involves building client relationships, devising financial strategies, and providing comprehensive service consultations. Candidates should have a Bachelor's degree and be authorized to work in the U.S. with relevant licensing. Benefits include paid training, commissions, and comprehensive health plans, ensuring a supportive start in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Must be licensed in State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.

Responsibilities

• Build and nurture client relationships through networking.
• Develop personalized financial strategies for clients.
• Discuss tailored financial products with clients.

Skills

Client Engagement

Financial Strategy Development

Product Consultation

Communication Skills

Entrepreneurial Mindset

Collaboration

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing

Job description

A prominent financial services firm in Cherry Hill, NJ is seeking an Entry Level Financial Advisor to support clients in achieving their financial goals. The role involves building client relationships, devising financial strategies, and providing comprehensive service consultations. Candidates should have a Bachelor's degree and be authorized to work in the U.S. with relevant licensing. Benefits include paid training, commissions, and comprehensive health plans, ensuring a supportive start in wealth management.