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Strategies for Wealth · 5 months ago

Associate Financial Advisor

New York, NY

Full-time

Onsite

New Grad, Entry Level

$90K/yr - $100K/yr

Strategies for Wealth is a full-service financial planning firm with 90 years of experience in helping clients build wealth and protect against taxes and inflation. They are seeking a motivated entry-level financial advisor to develop long-term relationships with clients and provide personalized financial advice based on their needs and goals.

ConsultingFinancial ServicesLegal

Growth Opportunities

Responsibilities

Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Be a coachable, organized team member interested in pursuing training development and educational opportunities

Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management

Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

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 client

Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer

Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance

Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance

Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry

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

Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions

Qualification

Financial PlanningClient Relationship ManagementCommunication SkillsFINRA LicenseMicrosoft OfficeAnalytical SkillsEagerness to LearnClient-FocusedPrior Sales ExperienceProblem-Solving Ability

Required

Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

A Bachelor's degree in finance, business administration, or alternate related analytical field is required

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

Preferred

Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

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