Job Description

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation:

$80,000 - $135,000 commission based

• Serve as a collaborative team player willing to further development through continued training opportunities
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• 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

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.

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