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Strategic Wealth Specialists

Entry Level Financial Professional

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Planner / Investment Consultant

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Scorecard

Based on Florida data

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$105,221 / year median in Florida

+3% projected growth

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Job Description

Entry Level Financial Professional Strategic Wealth Specialists - 3.8 Tallahassee, FL Job Details Full-time $1,000 - $5,000 a month 1 day ago Benefits Paid training Health insurance Dental insurance 401(k) Financial planning services Vision insurance Professional development assistance Opportunities for advancement Life insurance Qualifications Financial sales Financial services customer support Account development Financial product expertise Financial goal setting advisory services Full Job Description As a Financial Advisor you will work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Advisor, you will have the ability to make an impact in your community, have development and career growth opportunities, and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management, and customized strategies for consumers and businesses. You are… A self-motivated individual with a dynamic, confident personality, a strong work ethic, high integrity, and a passion for succeeding. Desire to help others achieve their goals and dreams through cultivating long-term relationships. Ambitious, entrepreneurial, and looking for career growth and development. What you'll be doing… Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services. Develop and maintain a base of clients who value your input and guidance. Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
Pay:
$1,000.00 - $5,000.00 per month
Benefits:
401(k) Dental insurance Financial planning services Health insurance Life insurance Paid training Professional development assistance Vision insurance
Work Location:
In person

Benefits

  • 401(k) Plans
  • Professional Development
  • Health Insurance
  • Dental Insurance