Personal Financial Planner

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. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Be a coachable, organized team member interested in pursuing training development and educational opportunities • 以积极的学习态度融入团队，参与专业培训与发展计划，持续提升专业能力; • 分析客户需求，制定个性化财务规划，提供战略性投资建议，助力客户实现财务目标 ; • 主动开拓市场，培养客户信任度，成为新客户的首选财务顾问; • 深度评估客户财务状况（包括现金流、财富目标、退休计划等），量身定制财富管理方案。 Qualifications: • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • 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 • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • A required Bachelor’s degree in business administration, finance, or similarly related field • 对金融产品、财务规划或财富管理领域有基本认知; • 熟练使用Microsoft Office、Excel、CRM系统、财务规划软件、Google套件及其他资金管理工具者优先; • 持有FINRA Series 7及63/66证书者优先（非必需）; • 本科及以上学历，金融、工商管理或相关专业背景 ; • 出色的沟通与数据分析能力，具备客户关系维护经验。 Compensation: $132,000 at-plan earnings• 以积极的学习态度融入团队，参与专业培训与发展计划，持续提升专业能力; • 分析客户需求，制定个性化财务规划，提供战略性投资建议，助力客户实现财务目标 ; • 主动开拓市场，培养客户信任度，成为新客户的首选财务顾问; • 深度评估客户财务状况（包括现金流、财富目标、退休计划等），量身定制财富管理方案。 Compensation: $132,000 per year

Created: 2026-03-04