Financial Advisor

Thriveguard financial; Seattle (WA); Remote; USD 30,000 - 70,000; Part time

Benefits offered by this job

Performance-based bonuses

Flexible working hours

Work from home options

Job summary

An established industry player is looking for a motivated Entry Level Financial Professional to join their dynamic financial services team. In this role, you will provide essential financial advice and services, helping clients navigate their financial goals and needs. You'll engage with clients to develop personalized financial plans, educate them on various financial products, and analyze market trends to keep them informed. This role offers flexibility with part-time and full-time options, making it an excellent opportunity for those seeking to build a rewarding career in finance while maintaining a work-life balance. If you're eager to learn and grow in a supportive environment, this position is perfect for you.

Qualifications

• Entry-level position requiring strong communication and analytical skills.
• Ability to develop tailored financial plans for clients.

Responsibilities

• Meet with clients to discuss financial goals and develop tailored plans.
• Educate clients on investments, retirement planning, and insurance.

Skills

Financial Analysis

Client Relationship Management

Investment Knowledge

Sales Skills

Education

Bachelor's Degree in Finance or related field

Job description

We are seeking a motivated and ambitious individual to join our financial services team as an Entry Level Financial Professional/Consultant. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and pursuing new business opportunities.

Responsibilities

1. Meet with clients to discuss their financial goals, needs, and concerns
2. Develop and implement financial plans tailored to each client's individual needs
3. Educate individuals on investments, retirement planning, insurance, and other financial products and services
4. Analyze market trends and provide regular updates to clients on their investment portfolios
5. Build and maintain strong relationships with clients to ensure their satisfaction and retention
6. Identify and pursue new business opportunities through networking and referrals
7. Participate in training and development programs to enhance knowledge and skill

Compensation

• Performance based bonuses and incentives
• 1099 commission only

Hours

• Work from home
• Part time and full time available

Seniority level

• Entry level

Employment type

• Part-time

Job function

• Finance and Sales