Entry-Level Financial Representative

Company: National Financial Network
Location: Milford
Posted on: October 18, 2024

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, Pawtucket , Entry-Level Financial Representative, Accounting, Auditing , Milford, Rhode Island