Personal Financial Planner

Valor Family Financial; United States; Remote; USD 63,000 - 77,000; Full time

Job summary

A financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. The ideal candidate should possess excellent communication and math skills, a Bachelor's degree in finance or a related field, and a basic understanding of financial advising. Responsibilities include making strategic recommendations, determining clients' financial situations, and customizing financial plans. The position offers a competitive salary of $70,000 per year.

Qualifications

• Basic understanding of the role of a financial advisor is necessary.
• Proficiency in relevant software is strongly preferred.
• Stellar communication and math skills are essential.

Responsibilities

• Make strategic product and investment recommendations.
• Determine financial situations related to wealth management.
• Customize financial plans based on client circumstances.

Skills

Excellent communication

Analytical skills

Math skills

Client relationship management

Education

Bachelor’s degree in business administration, finance, or related field

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 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

• 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

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 as 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

Compensation

• $70,000 per year