Oakbridge Financial Group · 2 weeks ago
Entry-Level Financial Advisor
Triangle Area
Full-time
Onsite
New Grad, Entry LevelOakbridge Financial Group is dedicated to making a positive impact in the lives of its clients through a network of over 4,300 financial professionals. The role involves building client relationships, developing financial strategies, and consulting on financial products to help individuals and families achieve their financial goals.
Financial Services
No H1B
Hiring Manager
Amanda Penrose
Responsibilities
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Discuss financial products and services tailored to clients' unique situations
Qualification
Required
Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
Values-driven with a track record of success and accomplishment
Excellent interpersonal and communication abilities with strong self-confidence
Entrepreneurial spirit with a desire to positively impact others' lives
Ability to work with and learn from top performers
Must be authorized to work in the United States
In-office presence required
Benefits
Health
Dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Company
Oakbridge Financial Group
Oakbridge Financial Group, LLC. was founded in 2018 when four financial advisors came together with a shared vision: To earn the most loyal clients.
Founded in 2018
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Bryan Crolla
Founding Partner
Cole Huskey, MBA
Partner
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