Entry-Level Financial Advisor Job at Showtime Financial Services, Remote

VWtnZGdCbjFwMWhQZHVkdDJEZU81VmdUSmc9PQ==
  • Showtime Financial Services
  • Remote

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 our 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! We are seeking Financial Professionals, Part-Time or Full-Time to join our team immediately! You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Responsibilities:

  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Be a coachable, organized team member interested in pursuing training development and educational 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
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Study, learn, and execute with on-the-job training
  • Shadow client meetings, plan designs, and presentations
  • Analyze client financials to determine their needs and risk tolerance
  • Review available options for clients
  • Recommend which areas or services fit the client's need
Qualifications:
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Exemplary communication and relationship skills to support strong customer service for current and new clients.
About Company: We provide a complimentary financial plan for anyone who needs help or feels the traditional financial services industry is overlooking them.

Job Tags

Full time, Part time, Immediate start,

Similar Jobs

Centstone HC

Urgent Need: Permanent Respiratory Therapist (RT) Job at Centstone HC

 ...Respiratory Therapist (RT) - Permanent Position Location: Mendham, NJ 07945 Assignment Duration: Permanent Open to Local & Travel Candidates Position Highlights: Shift: 8:00 AM 4:30 PM Guaranteed Hours: 40 hours per week Pay Rate... 

Dental Depot DFW

TX Registered Dental Assistant Job at Dental Depot DFW

 ...ALL ABOARD! Dental Depot is a family owned, patient centered dental practice that began 40 years ago in OK and has grown to 20 locations in three states, with over $60 million in revenue. Our DFW offices are in Little Elm, The Colony, Highland Village, and our new Lewisville... 

Sidwell Friends School

Part-Time History Teacher, Upper School Job at Sidwell Friends School

Sidwell Friends, a coeducational Quaker day school with campuses in Washington, DC, and Bethesda, MD, seeks a part-time teacher of East Asian or South Asian History in its...  ...) and teaching experience, preferably at the high school level. Experience teaching global history... 

Sky Jet Services

Airframe and Powerplant Mechanic Job at Sky Jet Services

 ...in San Antonio, TX, working on aircraft including E190, A300, Boeing 787, 757, 747, MD11, and DC10. Position Details: Job Type...  ..., powerplant, and propeller repairs in compliance with FAA and company standards. Conduct routine inspections and troubleshooting.... 

R&D Maintenance Services, Inc

Safety/Quality Manager Job at R&D Maintenance Services, Inc

 ...This position is responsible for effective implementation of the Safety and Quality Control programs for R&Ds shop and field...  ...hazards, safety standards, and safety precautions pertaining to industrial work operations. Knowledge of the materials, methods, practices...