Entry-Level Financial Advisor

Job SummaryWe 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 instrumentsRequirements• 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 regulationsThis 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 yearBenefits:• Financial planning services• Flexible schedule• Professional development assistance• Tuition reimbursementWork Location:Remote Apply tot his job