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Job Overview

Are you good with numbers?

Do you like helping clients?

Do you want to work on Wall Street?

We are looking for a recent grad who we can train to help our clients.

We will train you and help you to get your security license.

We are seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. In this role, you will assist clients in achieving their financial goals by providing sound advice and support in various financial matters. You will work closely with senior advisors to develop tailored financial plans, manage client portfolios, and ensure compliance with regulatory requirements. This is an excellent opportunity for individuals looking to grow their careers in the financial services industry.

Responsibilities

  • Assist in developing comprehensive financial plans for clients based on their individual needs and goals.
  • Conduct thorough analyses of clients' financial situations, including assets, liabilities, income, and expenses.
  • Support senior advisors in asset management and portfolio management activities.
  • Provide insights on investment opportunities and strategies to enhance client portfolios.
  • Stay updated on market trends, economic conditions, and regulatory changes affecting financial planning.
  • Collaborate with clients to discuss their financial objectives and recommend appropriate solutions.
  • Maintain accurate records of client interactions and transactions in compliance with company policies.
  • Participate in ongoing training and professional development to enhance knowledge of financial products and services.

Skills

  • Strong understanding of technical accounting principles and practices.
  • Knowledge of asset management strategies and portfolio management techniques.
  • Experience or familiarity with financial sales processes.
  • Understanding of corporate accounting practices and tax regulations.
  • Proficiency in financial planning methodologies and tools.
  • Excellent communication skills with the ability to explain complex financial concepts clearly.
  • Strong analytical skills to assess client needs and recommend suitable solutions.
  • Familiarity with wills, trusts, estate law, and banking products is a plus.
  • Ability to work collaboratively within a team environment while also being self-motivated.

Join us as a Junior Financial Advisor where you can make a meaningful impact on clients' lives while advancing your career in the finance sector!

Job Types: Full-time, Permanent

Benefits:

 

  • Paid time off
  • Retirement plan

 

Compensation Package:

 

  • Bonus opportunities

 

Education:

 

  • Bachelor's (Required)

 

Experience:

 

  • financial: 1 year (Preferred)
  • Financial services: 1 year (Preferred)

 

Location:

 

  • Columbia, SC 29206 (Required)

 

Shift availability:

 

  • Day Shift (Required)

 

Ability to Commute:

 

  • Columbia, SC 29206 (Required)

 

Ability to Relocate:

 

  • Columbia, SC 29206: Relocate before starting work (Preferred)

 

Work Location: In person