EntryLevel Financial Advisor
Hudnall Capital Advisors, Greenville, SC, United States
Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
Experience with computer programs such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Bachelor’s degree in business administration, finance, or related field is required
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Compensation
$75,000+ Commission
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Responsibilities
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
Experience with computer programs such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Bachelor’s degree in business administration, finance, or related field is required
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Compensation
$75,000+ Commission
#J-18808-Ljbffr