Financial Advisor
7 days ago
Albany
Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $50,000 - $100,000 Responsibilities: • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial 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 managementQualifications:, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Willing to study and obtain a Life Insurance licenseAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.