Junior Financial Advisor

Overview:
We are seeking a motivated and detail-oriented individual to join our team as a Junior Financial Advisor. As independent Advisors, we are a dynamic office offering more than investment advice to clients. As a Junior Financial Advisor, you will work with our senior advisor to provide financial planning, investment, and insurance advice. This is an excellent opportunity for a passionate self-starter who is eager to grow their career in the investment and insurance industry.

Duties:
- Assist in developing financial plans for clients based on their goals and risk tolerance

- Client prospecting for individual as well as business opportunities

- Work with businesses to assist in development of retirement and employee benefit programs
- Conduct research on various financial, investment, and insurance products
- Prepare reports and presentations for client meetings
- Assist with portfolio management, including asset allocation and rebalancing strategies
- Collaborate with other team members to ensure excellent client service and harmonious office atmosphere
- Stay up-to-date on industry trends and regulatory changes

Experience:
- Minimum of 2 years experience in finance, insurance, investments, or related field
- Strong knowledge of financial concepts and investment strategies
- Excellent communication, analytical and interpersonal skills
- Experience in sales or asset management is a plus
- Proficiency in financial software and tools

-Series 65 required within 3 months of hire

Benefits:
- Competitive salary based upon work ethic and production
- Health insurance
- Professional development opportunities

- Established client base with existing lead opportunities

If you are a motivated individual with a passion for finance and a desire to help clients achieve their financial goals, we encourage you to apply for the position of Junior Financial Advisor. Join our team and take the next step towards building a successful career in wealth management.

Job Type: Full-time

Pay: $50,000.00 - $200,000.00 per year

Benefits:

• Flexible schedule
• Health insurance

Compensation package:

• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• Hybrid work
• In the field
• Office

Experience:

• Financial planning: 2 years (Required)

License/Certification:

• Series 6 (Required)
• Series 63 (Required)
• Series 65 (Preferred)
• Pennsylvania Life, Accident, Health, and Annuity License (Required)

Ability to Commute:

• Harrisburg, PA (Required)

Ability to Relocate:

• Harrisburg, PA: Relocate before starting work (Required)

Willingness to travel:

• 25% (Preferred)

Work Location: In person