Job Description
Applicants must be 18+, live in, be authorized to work in the US, and pass a background check. We do not provide sponsorship. An investment license is not required to apply; we assist with the licensing process.
Our firm is rapidly expanding, and we are currently looking for a new financial analyst to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities:
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• 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
Qualifications:
An investment license is not required to apply; we assist with the licensing process.
• Must be 18+ years old
• No Felonies • US Citizen - must live in and be authorized to work in the US
• Strong Work Ethic
• Open-Minded
• Coachable
About Company:
We are a leading financial services company with a focus on serving the needs of middle-income families. With more than 46 years of experience, we offer financial education and a range of products and services, such as term life insurance, mutual funds, annuities, and mortgages. We also offer business-minded individuals the opportunity to build their own financial services business. We operate throughout the U.S., Canada, and the territories of Puerto Rico and Guam and are publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI".
Job Tags
Live in,
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