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Personal Financial PlannerValor Family Financial • Saint Paul, Illinois, United States
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Personal Financial Planner

Valor Family Financial
  • US
    Saint Paul, Illinois, United States
  • US
    Saint Paul, Illinois, United States
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À propos

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
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Serve as a collaborative team player willing to further development through continued training opportunities
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
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
A required Bachelor’s degree in business administration, finance, or similarly related field
Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary
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
Compensation
$70,000 per year
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  • Saint Paul, Illinois, United States

Compétences linguistiques

  • English
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