Financial Planner

Strategies for Wealth; Fairfield (CT); On-site; USD 90,000 - 100,000; Full time

Job summary

An established industry player is seeking an entry-level financial advisor to join their rapidly expanding team. This role offers a unique opportunity to learn the intricacies of wealth management, providing personalized financial advice to clients. The ideal candidate will possess strong mathematical and communication skills, be eager to learn, and thrive in a collaborative environment. With a focus on building lasting relationships, you'll assist clients in achieving their financial goals through tailored strategies and ongoing support. If you're ready to embark on a rewarding career in finance, this position is perfect for you.

Qualifications

• Exemplary math and communication skills for effective client interaction.
• Bachelor's degree in finance, business, or a related field is required.
• Eagerness to learn and develop financial knowledge through training.

Responsibilities

• Build and maintain strong relationships with clients for effective financial advising.
• Create customized financial plans based on individual client needs.
• Participate in ongoing training to enhance financial knowledge and skills.

Skills

Mathematical Skills

Communication Skills

Analytical Skills

Problem-Solving Ability

Client Relationship Management

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business Administration

Bachelor's Degree in Economics

Tools

Microsoft Office

CRM Systems

Financial Planning Software

Google Suite

Job description

Job Description: Entry-Level Financial Advisor

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities:

1. Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
2. Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.
3. Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management.
4. Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.
5. Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
6. Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client.
7. Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer.
8. Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
9. Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
10. Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
11. Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
12. Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions.

Qualifications:

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.
• A Bachelor’s degree in finance, business administration, economics, or a related analytical field is required.
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred.
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired.
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.
• Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.
• Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.
• Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.
• Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.
• Education: A bachelor's degree in finance, business, economics, or a related field is preferred.
• Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.

Compensation:

$90,000 - $100,000 per year