Entry-Level Financial Planner: Grow Clients & Wealth

Strategies for Wealth; New York (NY); On-site; USD 90,000 - 100,000; Full time

Job summary

Strategies for Wealth is seeking an entry-level financial advisor eager to learn the financial services business and help clients reach monetary goals.

You will gather client information, customize financial plans, and offer strategic recommendations across products and investments. The role emphasizes learning, training, and growing a client base while building lasting relationships.

Qualifications

• Bachelor’s degree in business administration, finance, or related field.
• Excellent math, communication, and relationship-building skills.
• Familiar with MS Office, Excel, CRM systems, financial planning software, and Google Suite.
• FINRA Series 7 & 63/66 preferred but not required.

Responsibilities

• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Gather and assess each client’s financial information to determine financial status, cash flow, goals, and retirement plans
• Customize financial plans for each client based on life stage and evolving financial needs
• Provide strategic recommendations for products, plans, investments, and other wealth management methods
• Be coachable, organized, and eager to pursue training and development opportunities
• Participate in ongoing training to enhance financial knowledge and skills
• Grow your career by networking and introducing clients to our services
• Build and maintain strong relationships by offering personalized advice
• Stay receptive to feedback from senior advisors and refine approaches
• Work toward obtaining your FINRA license as part of growth
• Assist clients in setting and achieving objectives with well-thought-out plans
• Meet and exceed performance targets by expanding your client base

Skills

Excellent communication

Strong math skills

Analytical thinking

Client-focused

Eagerness to learn

Problem-solving

Education

Bachelor’s degree in finance or business

Tools

Microsoft Office (Excel)

CRM systems

Financial planning software

Google Suite

Job description

Strategies for Wealth is seeking an entry-level financial advisor eager to learn the financial services business and help clients reach monetary goals.

You will gather client information, customize financial plans, and offer strategic recommendations across products and investments. The role emphasizes learning, training, and growing a client base while building lasting relationships.