Financial Advisor: Build Wealth, Guide Clients

First Financial Group; Columbia (SC); On-site; USD 78,000 - 150,000; Full time

Job summary

First Financial Group is seeking a Financial Advisor to guide clients through their financial journey, with comprehensive training and support to build a rewarding career.

You will develop relationships, provide personalized planning and investment advice, and analyze market trends to craft wealth strategies tailored to client goals. Ongoing training and professional development are emphasized to grow expertise and credibility.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Life and Health license, Series 7, and Series 66 or willingness to obtain them.
• Strong interpersonal and communication skills.
• Ability to work independently as well as part of a team.

Responsibilities

• Develop and maintain client relationships to understand financial needs and goals.
• Provide personalized financial planning and investment advice tailored to clients' objectives
• Analyze financial data and market trends to create effective strategies for wealth management.
• Educate clients on insurance products, investment options, and retirement planning.
• Continuously expand knowledge and skills through ongoing training and professional development.

Skills

Client relationship management

Communication skills

Self-motivation

Teamwork

Education

Bachelor's degree in Finance, Business, or related field

Life and Health license, Series 7, Series 66 or willingness to obtain them

Tools

Financial planning software

Job description

First Financial Group is seeking a Financial Advisor to guide clients through their financial journey, with comprehensive training and support to build a rewarding career.

You will develop relationships, provide personalized planning and investment advice, and analyze market trends to craft wealth strategies tailored to client goals. Ongoing training and professional development are emphasized to grow expertise and credibility.