Entry Level Financial Professional

Overview

As an Entry Level Financial Professional, you’ll help clients understand financial options and make informed decisions about planning, investments, and wealth management. You’ll build practical knowledge of financial products, markets, and regulations while supporting client relationships and day-to-day financial services. This is a paid position.

Responsibilities

• Support financial planning, investment management, and cash management activities based on client needs.
• Communicate financial concepts clearly and provide responsive client relationship and customer relationship management.
• Assist with financial analysis, research, portfolio management, and investment client management.
• Develop knowledge of financial products, banking services, asset management, and investment management advisory services.
• Your impact: Clear, timely guidance helps clients understand their options and make more informed financial decisions.

Requirements

• Strong math skills, clear client communication, and interest in financial sales and financial services.
• Knowledge of financial markets, investment, financial compliance, and industry regulations; familiarity with FINRA (Financial Industry Regulatory Authority) requirements is helpful.
• Relevant exposure to financial product expertise, securities law, or practicing in the securities industry is preferred.
• Familiarity with estate planning, wills, trusts and estate law, and tax experience is helpful.
• Exposure to corporate, technical, or public accounting; financial software; sales; or investment management is a plus.

Pay: $3,000.00 - $15,000.00 per month

Benefits:

• Flexible schedule
• Paid training

Work Location: In person