Job Description

We are seeking a motivated and detail-oriented individual to join our growing team. In this role, you'll work closely with senior advisors to help clients build and manage personalized financial plans. You'll gain hands-on experience in investment analysis, retirement planning, risk management, and wealth-building strategies while developing strong client relationships.
Responsibilities:

• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications:

• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Bachelor's degree in business administration, finance, or related field is required
• Strong interest in financial planning and investment management
• Excellent interpersonal and communication skills
• Sales experience or customer service background
• Willing to study and obtain a Life Insurance license
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired
• A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary

About Company:
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.

Skills Required