Overview Embark on an exciting journey as an Entry Level Financial Professional, where you will play a vital role in guiding clients through their financial futures. This dynamic position offers an excellent opportunity to develop foundational expertise in financial planning, investment management, and client relationship management. You will work closely with seasoned professionals to learn industry best practices, stay current on financial regulations, and deliver personalized solutions that help clients achieve their financial goals. This paid role is designed to foster growth, knowledge, and confidence in the fast-paced world of financial services. Duties Assist clients with understanding various financial products, including securities, estate planning tools, and banking services Support the development of comprehensive financial plans incorporating tax strategies, wills, trusts, and estate law considerations Conduct research on financial markets, industry regulations, and investment options to inform client recommendations Help manage client portfolios by monitoring investments and providing updates on market trends and financial analysis Maintain accurate records of client interactions, transactions, and compliance documentation in financial software systems Collaborate with team members to ensure adherence to FINRA (Financial Industry Regulatory Authority) standards and securities laws Contribute to client communication efforts by preparing reports, explaining complex concepts clearly, and fostering strong relationships Requirements Demonstrated interest or experience in financial analysis, wealth management, or related fields such as accounting or corporate finance Basic understanding of financial concepts including investment management, cash management, and portfolio management Knowledge of industry regulations governing securities and financial compliance practices Strong math skills coupled with analytical thinking and problem-solving abilities Excellent communication skills for effective client relationship management and consultation Ability to learn quickly about new financial software tools and technical accounting procedures Prior experience practicing in the securities industry or familiarity with public accounting is a plus but not required; enthusiasm for ongoing professional development is essential This entry-level role is perfect for motivated individuals eager to build a career in finance while making a meaningful impact on clients' lives. Join us to develop your expertise in investment advisory services, financial planning strategies, and industry regulations—all within a supportive environment that values your growth!

Pay:

$60,000.00 - $110,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Life insurance Retirement plan Vision insurance

Work Location:

In person