Remote Entry Level Financial Advisor

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in New York, NY
Remote
Entry level
Food
The Role
As a Remote Entry-Level Financial Advisor, you will provide financial consultations, develop tailored financial plans, recommend investment strategies, educate clients on financial concepts, and maintain client communications. Your role involves generating leads and staying updated on industry trends.
Summary Generated by Built In

Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor. As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients, helping them achieve their long-term financial goals.

Responsibilities:

  • 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

Qualifications:

  • 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
The Company
Glasgow City
7 Employees
On-site Workplace
Year Founded: 2005

What We Do

Brand Associates UK was founded in 2006 following the demise of Foodbrokers Plc; which was founded in 1972 with the introduction of Matey Bubble Bath to the UK. Food Brokers Plc was responsible for product launches and developments from Telecomms to Ferrero Rocher, Pringle Crisps; Wines and Spirits .... not to mention Pharmacy

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