Job Description

Description

Are you someone who thrives on interpersonal interactions and excels at creating result-driven strategies? Tired of the monotony of your daily routine and seeking a fresh opportunity? We are on the lookout for a financially motivated individual eager to make their mark in the financial services sector!

The ideal Entry-Level Financial Specialist candidate is someone who is enthusiastic about fostering lasting connections and possesses a keen interest in financial data, estate planning, business administration, mutual funds, and related areas. If you possess exceptional communication abilities and a keen attention to detail, don't hesitate to submit your application today!

Responsibilities

•Network within local communities to develop strong relationships
•Partake in the best training program in the industry
•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
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
•Create long-term effective financial solutions for clients
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations

Qualifications

•Excellent communicator who is willing to provide great client service
•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
•Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed
•Preferred Bachelor's degree, but not required
•FINRA licenses are a plus, but not required

Traits of our most successful associates:

•Enterprising
•Strong work ethic
•Desire to help people
•Positive attitude
•Integrity
•Determination

Job Tags

Local area,

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