Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities:

• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Be a coachable, organized team member interested in pursuing training development and educational 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
• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time

Qualifications:

• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• A required Bachelor's degree in business administration, finance, or similarly related field
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Demonstrated sales experience or an enterprising attitude
• Excellent communicative skills, both written and verbal
• Dedicated to helping families and businesses live their best lives
• Knowledgeable about the business industry
• Well-presented and professional in all interactions
• Resilient and determined when faced with adversity
• Skilled in leveraging personal connections and networks to build relationships
• Must be a US citizen or legally authorized to work in the US

About Company:
Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.

Skills Required