Embark on an exciting journey as an Entry Level Financial Professional, where you will play a vital role in guiding clients through their financial futures. This dynamic position offers an excellent opportunity to develop foundational expertise in financial planning, investment management, and client relationship management. You will work closely with seasoned professionals to learn industry best practices, stay current on financial regulations, and deliver personalized solutions that help clients achieve their financial goals. This paid role is designed to foster growth, knowledge, and confidence in the fast-paced world of financial services. Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Compensation: $80,000 - $120,000 yearly
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Compensation:
$80,000-$120,000 per year
Financial Advisor in lafayette at Unknown Company
This position is listed as full time and onsite.