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Entrylevel Financial Advisor Jobs in Kentucky (NOW HIRING)

Raising Cane's

Cook - Late Night Shift

Louisville, KY · On-site

$14/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Morning Shift

Lexington, KY · On-site

$14/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Entrylevel Financial Advisor information

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

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Entrylevel Financial Advisor jobs near you

Sales Support Associate - Entry Level Financial Services Sales

DPL Financial Partners

Louisville, KY

$33K - $45K/yr

Full-time

Re-posted 25 days ago

Job description

Job Title: Sales Support Associate

Work Location: DPL Headquarters, Louisville, Ky, Onsite

Employment Type: Full Time

Reports to: VP, Head of Advisor Engagement

Job Purpose: Sales Support Associate (SSA) is an entry level sales position that involves a clear career development path to a grow within DPL for driven and motivated employees. As a SSA, you will be mentored by experienced Sales Managers that will equip you with the resources and tools to successfully engage new and existing prospects, schedule appointments with customers and partner with sales consultants.

Essential Duties and Responsibilities:

  • Ability to clearly articulate DPL products and services to prospects and clients via phone calls and emails.
  • Contact new and existing prospects from established leads database
  • Set appointments and participate in onboarding calls/meetings to inform business to business customers about DPL products and services
  • Maintain and monitor membership opportunities within the Salesforce platform
  • Provide support to your team by using our technology to find better solutions for clients.
  • Collaborate with Sales Consultants and Operations support team to ensure completeness and accuracy of applications
  • Partner with sales consultants to enhance territory management and product sales knowledge
  • Learn DPL's systems, sales model, and carrier products
  • If you do not already have them, you will be required to obtain state life and health licenses, SIE, and Series 6 and 63 licensing.

Qualifications:

  • Possess an excellent work ethic and a strong desire to learn and succeed
  • Clear and persuasive communication in both positive and negative situations
  • Comfortable on the phone for periods of time communicating with prospects.
  • Be an active listener who seeks clarification if necessary
  • Be a team player who can also work independently
  • The ability to analyze complex and diverse information
  • A quick learner with the ability to apply product and market knowledge effectively
  • The ability to build rapport, establish trust, and ask questions to discover the client's business needs
  • Organize, prioritize, and plan work activities efficiently
  • A four-year college degree or equivalent work experience

Physical Requirements and Working Conditions:

While performing the duties of this Job, the employee will be required to sit or utilize standing desk while working on computer for long periods of time. The employee may occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment is representative of what an employee encounters while performing essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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