Associate Financial Planner

PHP Financial Services

Associate Financial Planner

Corona, CA
Paid
  • Responsibilities

    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! Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational 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 • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Requires a Bachelor’s degree in business administration, finance, or other related field • 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 • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Compensation: $85,000 - $175,000 yearly

  • Compensation
    $85,000-$175,000 per year