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Entrylevel Financial Advisor Jobs in Utah (NOW HIRING)

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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

Entry-Level Financial Advisor

Cambridge Financial Network

South Jordan, UT • On-site

Full-time

Retirement

Re-posted 14 hours ago

Job description

Description
Are you ready to embark on a fulfilling career in financial services where your growth and dedication are genuinely recognized? At Cambridge Financial Network, we cultivate an atmosphere that nurtures professional advancement and celebrates achievements. Whether you're seasoned in the finance world or just starting, we invite individuals who are eager to help clients, passionate about developing their skills, and committed to delivering unparalleled service. With us, you'll benefit from flexible work arrangements, comprehensive training programs, and competitive compensation that reflects your dedication and success.
Why choose Cambridge Financial? Here, you'll find great earning potential with a commission-driven structure that has no limits, empowering you to maximize your financial goals. You'll own your book and practice, gaining the autonomy to build client relationships with the support of our extensive resources. Our culture thrives on teamwork, lifelong learning, and professional development in a fun, collaborative environment. We offer flexibility and a robust support system to help you balance professional aspirations with personal priorities. Join us and be part of a dynamic team that is committed to doing good in our communities and supporting families for over 175 years.
Responsibilities
• Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
• Financial Planning: Develop customized financial plans to achieve long-term and short-term objectives.
• Portfolio Management: Monitor and adjust clients' investment portfolios to align with market trends and financial goals.
• Retirement Planning: Help clients prepare for retirement by analyzing savings plans and creating strategies to maximize benefits.
• Tax Optimization: Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
• Insurance Planning: Recommend appropriate insurance policies to protect clients' assets and manage risks.
• Relationship Management: Build and maintain strong client relationships through regular communication and updates.
Qualifications
Nice-to-Haves:
• Series 7, Series 66, and SIE registrations.
• Life and Health Insurance License.
• Experience as a financial advisor or wealth management professional.
• Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies.

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