Financial Planning Advisor

Valor Family Financial; Arizona; Hybrid; USD 60,000 - 81,000; Full time

Job summary

Valor Family Financial is seeking an entry-level Financial Advisor to join our expanding team in the United States. The role emphasizes learning wealth management, delivering strategic financial advice, and helping clients meet their goals.

Strong communication and analytical skills are essential. You will develop client plans, assess financial situations, and seek new clients while collaborating with a supportive team.

Qualifications

• Bachelor's degree in business administration, finance, or similarly related field.
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus

Responsibilities

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making

Skills

Communication

Mathematical skills

Education

Bachelor's degree in business administration/finance

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

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 our clients achieve their financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.

Responsibilities

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making

Qualifications

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A required Bachelor's degree in business administration, finance, or similarly related field
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers kmdkjkdanja kdnknkf ddd

Compensation

$70,000 at plan earnings

$70,000 per year