Financial Advisor
hace 10 días
Albany
Job Description 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! Compensation: $50,000 - $100,000 Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisorQualifications:, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • 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.