Entry-Level Financial Planner

WizeHire, Inc; New York (NY); On-site; USD 35,000 - 70,000; Full time

Benefits offered by this job

Training allowances

Bonuses

Licensing incentives

Multiple compensation programs

Job summary

We are seeking an eager, strategic, and definitive financial advisor for an entry-level position in New York. The role focuses on helping clients identify and reach financial goals through comprehensive planning services and a variety of offerings.

Ideal candidates are driven by growth and have a strong interest in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and other investment options.

Qualifications

• Entry-level role with growth potential.
• Training and licensing incentives provided.
• Commission-based structure with bonuses and support.

Responsibilities

• Help clients identify and achieve financial goals through planning services.
• Gain experience in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options.

Skills

Financial planning

Client communication

Sales skills

Strategic thinking

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

This position is based on commission compensation. But it’s not purely 100% commission. We offer training allowances, bonuses, expense support, licensing incentives, and multiple compensation programs to help new agents get started successfully. We can go over all the details in the interviews.