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: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • 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 • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Qualifications: • Bachelor's degree in Finance, Economics, Business, or a related field. • Strong analytical skills and attention to detail. • Excellent communication and interpersonal abilities. • A passion for helping clients achieve their financial goals. • Ability to work collaboratively in a team-oriented environment. • Prior experience or internships in financial services is a plus. Compensation: 45000 - 60000 yearly

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