Entry-Level Financial Representative
Company: National Financial Network
Location: Milford
Posted on: October 18, 2024
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Job Description:
Do you have great listening skills and a knack for developing
effective, analytics-based strategies? We are seeking a
money-minded individual who is looking for an opportunity to break
into the financial services industry! Our successful Entry-Level
Financial Advisor candidate has a passion for developing long-term
relationships and an interest in financial data, estate planning,
business administration, mutual funds, and more. If you have great
communication skills and an eye for detail, apply today!
Responsibilities:
--- Make strategic product, plan, and investment recommendations
and financial advice to help clients reach their monetary goals
--- Look for, identify, and secure new clients to serve as a
trusted advisor for crucial financial decisions
--- 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
--- Customize financial plans for each client based on his or her
professional/work circumstances, life stage, and evolving financial
needs
--- Be a coachable, organized team member interested in pursuing
training development and educational opportunities
Qualifications:
--- Baseline knowledge about financial industry concepts, financial
products, and the role of a financial advisor is desired
--- Basic knowledge of computer programs including Microsoft
Office, financial planning software, Google Suite, CRM systems, and
related programs is needed
--- Though not required, a valid FINRA Series 7 & 63/66 license is
considered a plus
--- A required Bachelor's degree in business administration,
finance, or similarly related field
--- Stellar communication and math skills complemented by a proven
track record of building strong client relationships with existing
and prospective customers
About Company:
Est. 1951 National Financial Network (NFN) is an established
financial services firm that has provided comprehensive financial
strategies for over 71 years.
Vision
To cultivate a collaborative environment that empowers the
ambitious to achieve their utmost potential.
Mission
Empowering excellence with Integrity: National Financial Networks
provides unparalleled service by uniting financial professionals,
with leading technology, and personalized attention to enduring
relationships.
Committed to the highest ethical standards we offer exceptional
guidance and support leading towards financial success and
well-being.
Values
Believe in what you do, do what you believe:
We help people
We never stop learning
We have fun
Keywords: National Financial Network, East Providence , Entry-Level Financial Representative, Accounting, Auditing , Milford, Rhode Island
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here to apply!
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