Job Description

Job Description

Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation:

45000 - 60000 yearly

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• 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
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal abilities.
• A passion for helping clients achieve their financial goals.
• Ability to work collaboratively in a team-oriented environment.
• Prior experience or internships in financial services is a plus.

About Vantage Point Financial

Vantage Point Financial, LLC is a fast-growing holistic financial planning firm. We provide comprehensive financial planning services to create individualized plans that work for clients at every stage of life. We also want to help you reach your full potential! We are looking for hard-working candidates with a passion for financial planning and who genuinely enjoy making a difference in people’s lives.

Benefits:

• Competitive salary and performance-based incentives.
• Comprehensive health and dental insurance coverage.
• Generous retirement savings plan with employer contributions.
• Continuing education and professional development opportunities.
• Access to cutting-edge financial planning tools and technology platforms.
• Opportunities for career advancement and progression within the organization.

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