Entry-Level Financial Advisor

Job Summary We are seeking a motivated Entry-Level Financial Advisor to join our dynamic team. This role offers an excellent opportunity to develop a comprehensive understanding of financial services, wealth management, and client relationship management. The ideal candidate will assist in providing tailored financial solutions, supporting investment management, and gaining hands-on experience in financial analysis and planning. This position is paid and designed for individuals eager to start a career in finance with growth potential within the organization. Responsibilities • Assist clients in developing personalized financial plans, including estate planning, tax strategies, and retirement solutions • Support senior advisors in conducting financial analysis and research to inform investment strategies • Help manage client portfolios by monitoring investment performance and recommending adjustments • Contribute to the preparation of financial reports, cash management strategies, and asset management plans • Maintain strong client relationships through effective communication and customer relationship management tools • Stay updated on securities law, financial software, and industry regulations to ensure compliance • Participate in sales activities by identifying client needs and presenting suitable financial products and services • Support the development of wills, trusts, estate law documents, and other legal financial instruments Requirements • Strong understanding of financial concepts including investment management, wealth management, and accounting principles • Knowledge of estate planning, securities law, tax experience, and wills, trusts & estate law is preferred but not mandatory • Familiarity with financial analysis tools, research methods, and financial software applications • Excellent math skills with the ability to perform detailed calculations and analysis • Effective communication skills for client interactions and team collaboration • Basic knowledge of public accounting, technical accounting, corporate accounting, or banking is a plus • Demonstrated interest in sales within the financial services industry • Ability to learn quickly and adapt to evolving industry standards and regulations This role provides a valuable platform for aspiring finance professionals to build expertise across various areas such as portfolio management, cash management, asset management, and research. Candidates should possess a strong foundation in financial concepts combined with a proactive attitude toward learning and client service excellence. Pay: $56,594.02 - $68,156.24 per year Benefits: • Financial planning services • Flexible schedule • Professional development assistance • Tuition reimbursement Work Location: Remote Apply tot his job