- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- 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
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
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Entry-Level Associate Financial Planner
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Entry-Level Associate Financial Planner - Livonia, United States - VFG Associates
Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
Responsibilities
Qualifications
