Entry Level Computer Networking Jobs in Commack, NY

Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
• Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
• Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer.
• Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
• Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
• Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
• Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
• Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• 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
Qualifications
• Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.
• Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.
• Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.
• Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.
• Education: a bachelor's degree in finance, business, economics, or a related field is preferred.
• Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required