Entry Level Financial Advisor

Job not on LinkedIn

February 5

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

⏰ Full Time

⚪️ Entry-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

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Brand J

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B2B • eCommerce • Media

Brand J is a marketing agency specializing in franchise development. They focus on helping franchise brands enhance their presence through customized websites, lead generation, and video services that tell unique brand stories. With a transparent and journalistic approach, Brand J aims to connect established and emerging franchises with their target audiences, fostering meaningful relationships and conversions. Their services cater to a wide range of industries, emphasizing authenticity and strategic outreach in personal branding and digital marketing.

11 - 50 employees

Founded 2008

🤝 B2B

🛍️ eCommerce

📱 Media

📋 Description

• Conduct thorough financial consultations to assess clients' needs, risk tolerance, and financial goals • Develop personalized financial plans tailored to each client's unique circumstances • Recommend appropriate investment strategies, insurance products, and other financial solutions • Educate clients on financial concepts and strategies to empower them to make informed decisions • Maintain regular communication with clients to monitor their progress and make adjustments as needed • Generate leads and expand client base through prospecting and networking activities • Stay current on industry trends and regulations to ensure compliance and provide the most up-to-date advice

🎯 Requirements

• Excellent communication and presentation skills to effectively convey complex financial information • Strong interpersonal skills to build rapport and trust with clients • Ability to work independently and manage time effectively in a remote environment • Enthusiasm for the financial services industry and a passion for helping others achieve their financial goals

🏖️ Benefits

• Opportunity to work remotely and enjoy a flexible work-life balance • Comprehensive training and mentorship to develop your skills and advance your career • A collaborative and supportive work environment with a focus on professional development