Entry Level Financial Planner

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of the financial service needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

$56,000 - $102,000 at plan earnings

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Valid FINRA Series 7 & 63/66 preferred but not required
• A required Bachelor’s degree in business administration, finance, or similarly related field

Through comprehensive financial planning, We help tackle the issues that matter, supporting them through some of the most important decisions of their lives. We set ourselves apart by focusing on the individual, building a foundation that can allow those who employ our services to take control of their financial lives. That same foundation is found in our company culture. Our financial professionals always work to create an inclusive environment that represents our core values: development, family, teamwork, and happiness.

We are a young and agile firm that is always looking for new ways to support our talent network. We're lifelong learners that take pride in our commitment to training and education, and we work tirelessly to help our financial professionals explore their potential.

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  Health/vision/dental
• Outstanding company culture
• Top-tier training/education
• Raleigh office is located near the PNC arena