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    Financial Advisor - Dallas, United States - Lemnis Capital

    Lemnis Capital
    Lemnis Capital Dallas, United States

    3 weeks ago

    Default job background
    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 Responsibilities:


    • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
    • 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
    • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
    • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
    • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Qualifications:
    • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
    • Valid FINRA Series 7 & 63/66 preferred but not required
    • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
    • A required Bachelor's degree in business administration, finance, or similarly related field
    • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Compensation: $45,000 - $75,000 yearly
    #J-18808-Ljbffr
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