Entry-Level Financial Planner: Training & Flexible Schedule

Morrison Family Financial; St. Louis (MO); Hybrid; USD 38,000 - 52,000; Full time

Job summary

A financial services company in St. Louis seeks motivated individuals for entry-level financial professional roles. No prior experience is needed as candidates will benefit from a comprehensive training program focused on engaging clients to achieve their financial goals. Ideal candidates should have good communication and customer service skills and be prepared to start with a flexible schedule. Responsibilities include creating personalized financial plans and providing solutions related to investments and planning.

Qualifications

• Minimum 18 years of age.
• Legal U.S. Resident, Citizen, or Work Permit with SSN.
• Soft background check required.
• Able to complete licensing requirements within 14 days.

Responsibilities

• Engage individuals and families in financial conversations.
• Help create financial roadmaps for achieving goals.
• Provide insights on retirement planning and investments.

Skills

Good communication skills

Customer service skills

Hard-working

Job description

A financial services company in St. Louis seeks motivated individuals for entry-level financial professional roles. No prior experience is needed as candidates will benefit from a comprehensive training program focused on engaging clients to achieve their financial goals. Ideal candidates should have good communication and customer service skills and be prepared to start with a flexible schedule. Responsibilities include creating personalized financial plans and providing solutions related to investments and planning.