What are the responsibilities and job description for the Financial Associate (Entry Level) position at DRH Financial?
Financial Associate (Entry Level)
Entry Level No Licenses Needed
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Financial Associate Qualifications
- Able to obtain Life License, Series 6 & 63/65 through in-house training program
- Stong communication skills complemented by a proven track record of building strong client relationships
- Experience working with Microsoft Office, Excel
Job Types: Full-time, Part-time
Pay: $35,000.00 - $85,000.00 per year
Benefits:
- Flexible schedule
Supplemental pay types:
- Bonus pay
- Commission pay
Work Location: One location
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