We have an opening for a highly motivated analytical individual to join us in ourfirm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
Responsibilities:
- Developing relationships with clients (both existing and prospective).
- Gathering client information and using that information to build robust financial plans.
- Helping clients.
- Preparing and reviewing investment portfolio recommendations.
Qualifications:
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
Job Type: Full-time
Pay: $25.00 - $30.00 per hour
Expected hours: 42 per week
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Vision insurance
Weekly schedule:
Work setting:
Work Location: In person