Entry-Level Financial Professional
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Job Description
Entry-level financial consultant helping clients with wealth, investment, retirement, and estate planning. Training, mentorship, and advancement opportunities provided by a financial consulting firm.
Responsibilities:
- Analyze personal financial data to provide insights and recommendations for clients' financial planning needs
- Develop and implement personalized investment strategies based on clients' goals and risk tolerance
- Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws
- Maintain strong customer relationships through effective communication and exceptional service
- Stay up to date on financial regulations and market trends to provide informed advice
- Help clients with comprehensive financial planning and consulting across wealth management, retirement planning, financial planning, business planning, and corporate group plans
Requirements:
- Must be age 18 or over
- Background check required
- No criminal history whatsoever
- Willing to obtain a state license if you do not have one yet
- Entrepreneurial ambitions
- Integrity, ethical conduct, and a strong sense of morality
- Passion for making a difference and helping people
- Self-motivated, accountable, and a team player
- Ability to receive coaching and feedback
- Strong interpersonal skills
- Enjoys working in a fast-paced, highly productive, value-driven environment
Benefits:
- A competitive training program to help you get started
- Mentorship and professional development training throughout your entire career
- A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
- The opportunity to pursue leadership and specialized roles
- Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
- Residuals, renewals, commissions, Assets Under Management (AUM), monthly–quarterly bonuses, depending on licenses obtained
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