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Entry Level Financial AdvisorHudnall Capital Advisors • New York, New York, United States
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Entry Level Financial Advisor

Hudnall Capital Advisors
  • US
    New York, New York, United States
  • US
    New York, New York, United States
Jetzt Bewerben

Über

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!
Responsibilities
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
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
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications
Requires a Bachelor’s degree in business administration, finance, or other related field
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Compensation Commission - $75,000+ per year
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  • New York, New York, United States

Sprachkenntnisse

  • English
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