Senior Financial Planning Associate

2 weeks ago

Melville, New York, Australia beBeeFinancialPlanning Full time $75,000 - $125,000
Financial Advisor Opportunity

We are seeking a detail-oriented and customer-focused individual to join our financial services team.

Job Description:

As a successful entry-level financial advisor, you will be responsible for working directly with clients to compile comprehensive financial profiles. You will create customized financial plans based on clients' life stages, professional circumstances, and fluctuating financial needs. Your strategic recommendations will help clients achieve their financial goals by providing product, plan, investment, and other methods tailored to their specific requirements.

Key Responsibilities:
  • Compile comprehensive financial profiles for clients.
  • Create customized financial plans based on clients' life stages and financial needs.
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals.
Requirements:
  • Proficiency in Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired.
  • Working knowledge of financial products, personal financial advisor responsibilities, or financial planner roles is essential.
  • Valid certifications such as FINRA Series 7 & 63/66 are a plus but not required.
  • Exemplary math, communication, and relationship skills to support strong customer service for current and new clients.
  • Requires a Bachelor's degree in business administration, finance, or a related field.

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