Personal Financial Planner
Valor Family Financial • Remote
Posted 6 months ago
Description
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 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/year
About Valor Family Financial
At the heart of Valor Family Financial's mission is the principle. This mission reflects the company's deep commitment to providing financial services to individuals and families from all financial backgrounds, regardless of their income.
We believe that everyone deserves access to quality financial planning and education, ensuring that no one is excluded from achieving financial security and a brighter future. Through this inclusive approach, the company empowers clients with the knowledge and tools to make informed financial decisions, creating lasting, positive change in their lives.
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