Entry-Level Financial Advisor

Ardent Financial • Charlotte, NC, US

Posted 3 months ago

Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities

Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
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

Qualifications

A required Bachelor’s degree in business administration, finance, or similarly related field
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

Compensation

$60,000+ Commission Driven

About Ardent Financial

We believe the best client experience begins with the advisor experience.

That's why we've created an environment where advisors and financial professionals have the freedom to grow their business with exceptional leadership, development, and technology behind them.

Whether you're launching your career or bringing years of experience, you'll find a place that invests in your growth as much as your success.

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