Entry Level Financial Advisor

Job summary
Entry Level Financial AdvisorLocation: Charlotte, NCCareer growth opportunity with a Fortune 100 Company
Job seniority: entry level
Responsibilities
• Meeting with clients and maintaining client relationships• Creating and implementing customizable financial solutions• Analyzing relevant information for specific client considerations• Offering a comprehensive array of financial products and services• Assisting individuals and businesses in achieving financial goals• Providing education funding, retirement, and tax considerations• Developing business succession plans and legacy planning• Building and protecting assets for clients• Acting as a financial mentor and advisor• Participating in professional development
Requirements
• Associate's Degree or Bachelor's Degree• Organized, detail-oriented, and excellent time management skills• Ambitious, disciplined, and professional• Strong relationship building and networking abilities• Coachable and able to work in a team-based environment• J.D. or M.B.A. a strong plus• Sales experience not required but a plus• FINRA Series 6, 7, 63, 65, or 66 a plus• Life & Health Insurance License not required• Financial Industry background a plus• Personal transportation required• Must be a U.S. Citizen or Permanent resident
Key Skills Needed
• Organizational skills• Time management• Interpersonal skills• Networking abilities• Coachability• Teamwork
Benefits
• Comprehensive three-year training program• Full marketing support• Prospecting and technical assistance• Competitive compensation package with significant income potential• Full benefits (medical, dental, disability, and group life insurance)• 401(k) and pension plan