Jr Financial Advisor

Our client is a dynamic and forward-thinking financial services firm dedicated to providing exceptional wealth management and financial planning services. We pride ourselves on our client-centric approach and commitment to delivering tailored financial solutions. We are seeking a motivated Junior Financial Advisor to join our team and contribute to our mission of helping clients achieve their financial goals.

Responsibilities

• Assist in developing and maintaining strong relationships with existing clients, providing support for financial planning and investment management services.
• Help identify and pursue opportunities to bring in new business and assets through networking, prospecting, and leveraging existing client relationships.
• Support comprehensive financial planning, including retirement planning, investment strategy, estate planning, and risk management under the guidance of senior advisors.
• Stay current with industry trends, market conditions, and regulatory changes to assist in providing informed advice and guidance to clients.
• Work collaboratively with internal teams, including compliance, operations, and marketing, to ensure seamless delivery of services and solutions.
• Support the achievement of individual and team performance targets and goals.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• 1-2 years of experience in a financial services role, preferably within financial planning or investment management.
• Basic understanding of financial planning, investment management, and wealth management principles.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and team members.
• Self-motivated, goal-oriented, and eager to learn and develop in the financial services industry.
• Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is a plus.

Compensation

• $75-90k salary with performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Retirement savings plan with company match.
• Professional development opportunities and support for continuing education and certifications.
• Flexible work environment and work-life balance initiatives.