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! 1099- Commission based opportunity Responsibilities:

• Serve as a collaborative team player willing to further development through continued training opportunities
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

About Company: We are an expanding team of financial agents hoping to help one another and help clients all over the United States. We specialize in assisting people to save for and protect their future while ensuring they understand what goes into financial plans so they have ownership over their life goals. If you are someone who enjoys being able to help others and finds satisfaction in connecting with, educating, and putting together plans for people, this is the team for you. If you would like more information, contact us today!

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