Hudnall Capital Advisors

Entry-Level Financial Advisor

US · Junior

Sponsorship not specifiedDetected 1 day ago
CRMCommunicationMicrosoft Office

About the role

  • We can be different by doing the right thing!

Responsibilities

  • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Requirements

  • Requires a Bachelor's degree in business administration, finance, or other related field
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Nice to have

  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

Skills

  • Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.

Compensation

  • $60,000+ Commission Driven

Benefits

  • Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
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