Faircrest Advisors

3 jobs near Columbus, OH

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The Entry Level Financial Professional role focuses on personal finance and financial planning. This position involves analyzing financial data, monitoring budgets, conducting financial research, and ...

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Be Seen First

The Entry Level Financial Professional role focuses on personal finance and financial planning. This position involves analyzing financial data, monitoring budgets, conducting financial research, and ...

New

Be Seen First

The Entry Level Financial Professional role focuses on personal finance and financial planning. This position involves analyzing financial data, monitoring budgets, conducting financial research, and ...

New

entry level financial professional

faircrest advisors

Jurupa Valley, CA • On-site

$1.0K - $3.5K/wk

Full-time

Life, Retirement

Posted yesterday

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Job description

The Entry Level Financial Professional role focuses on personal finance and financial planning. This position involves analyzing financial data, monitoring budgets, conducting financial research, and collaborating within a team environment. Remote work options are available, making it flexible for candidates seeking a balanced work arrangement.

Responsibilities

  • Perform financial analysis to support planning and decision-making
  • Monitor budgets to ensure financial goals are met
  • Conduct research on financial products and market trends
  • Collaborate effectively with team members to achieve objectives
  • Tailor specific financial plans to client

Qualifications

  • Entry-level experience in finance or related fields
  • Can pass a BACKGROUND CHECK
  • WILLING TO GET LICENSED IN 7-14 DAYS
  • Strong communication and problem-solving skills
  • Effective time management abilities
  • Coachable with a growth-oriented mindset