Associate Financial Planner

Strategies for Wealth • Full-time • Boston, Massachusetts, United States • $90k - $100k / year • 9h ago

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!

Compensation: $90,000 - $100,000

Desired Skills and Experience

Qualifications Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.Education: a bachelor's degree in finance, business, economics, or a related field is preferred.Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus. Responsibilities 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 managementEmbrace the role of a structured yet coachable team player open to continued education and training from other team membersCreate customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needsMake strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsSeek, identify, and secure strong relationships with new clients by serving as their trusted financial advisorTraining and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each clientExpand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer.Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions.

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