Financial Planner

ZipRecruiter; Fairfield (CT); On-site; USD 90,000 - 100,000; Full time

Job summary

A leading financial planning firm is seeking an entry-level financial advisor to join their team. The ideal candidate will have strong communication and analytical skills, a willingness to learn, and a Bachelor’s degree in a relevant field. This role involves building client relationships, creating tailored financial plans, and participating in ongoing training to develop financial expertise. Join a collaborative culture focused on mentorship and professional growth.

Qualifications

• Exemplary math, communication, and relationship skills.
• Proficiency in financial planning software and CRM systems.
• Willingness to obtain FINRA licenses.

Responsibilities

• Build and maintain strong, long-lasting relationships with clients.
• Create customized financial plans based on client needs.
• Meet and exceed performance targets by growing client base.

Skills

Communication

Analytical Thinking

Problem-Solving

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

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!

Compensation:

$90,000 - $100,000

Responsibilities:

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• 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
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

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
• Expand your client base by networking within your community and introducing potential clients to our financial services
• Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance
• Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance
• Work toward obtaining your FINRA license as part of your professional growth within the industry
• Assist clients in setting and achieving financial objectives by creating and executing well-thought-out financial plans
• Meet and exceed performance targets by growing your client base and offering valuable financial solutions

Qualifications:

• Exemplary math, communication, and relationship skills to support strong customer service for current and new clients
• A Bachelor’s degree in finance, business administration, or a related analytical field is required
• Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools
• Baseline knowledge of financial industry concepts, products, and the role of a financial advisor is desired
• While not required, a valid FINRA Series 7 & 63/66 license is a plus

• Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.
• Eagerness to Learn: 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: Ability to understand client goals and provide personalized financial advice.
• Education: Bachelor's degree in finance, business, economics, or related field.
• Prior Sales Experience (optional): Experience in sales, customer service, or similar roles is a plus.

About the Company

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the industry.