Overview
Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced professionals. This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop customized financial plans that align with individual client goals. The ideal candidate is eager to enhance their knowledge of financial products, regulations, and best practices, while delivering exceptional service to clients. Attention to detail, excellent communication skills, and a commitment to ethical stan
Full job description
Description
Full Job Description
Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced professionals. This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop customized financial plans that align with individual client goals. The ideal candidate is eager to enhance their knowledge of financial products, regulations, and best practices, while delivering exceptional service to clients. Attention to detail, excellent communication skills, and a commitment to ethical standards are essential for success in this role. Our client prioritizes professional development and provides ongoing training, enabling our advisors to stay ahead in the fast-paced financial industry. Joining the team means becoming part of a company that values integrity, client satisfaction, and continuous growth. If you are passionate about finance and dedicated to helping clients secure their financial future, this is the perfect opportunity to launch your career as a Junior Financial Advisor with our client.
Responsibilities
- Assist senior financial advisors in creating and implementing customized financial plans for clients.
- Conduct research on financial products, market trends, and economic data to support client advice.
- Analyze clients’ financial situations, including income, expenses, investment portfolios, and risk tolerance.
- Maintain accurate and detailed records of client interactions, transactions, and financial plans.
- Prepare presentations and reports to effectively communicate financial strategies to clients.
- Build and maintain strong relationships with clients by providing timely and professional support.
- Stay up-to-date with industry regulations, compliance requirements, and best practices.
Requirements
- Prior experience in financial services
- Has demonstrated some success but is seeking stronger mentorship and structure
- Active licenses required: Series 7, Series 66
- Willingness to pursue CFP® certification
- Clean background and strong professional ethics
- Strong interpersonal and communication skills
- Motivated, coachable, and growth-oriented
Benefits
- Base Salary: $3,000/month
- Total Target Compensation: ~$50,000+ (base + commission)
- Commission Split: Participation in revenue from both existing and new clients
- Annual Increase: 10% to 20% compensation growth potential year-over-year
- Discretionary Bonus based on performance
- Benefits Package Includes:
- 401(k) with employer match + profit sharing
- Cash Balance Plan (employer-funded only; 3-year vesting schedule)
Qualifications And Requirements
Associate
Requirements & qualifications
Associate
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Verification notes
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