Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of the financial service needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning involves excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• 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
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

• Drive, Persistence, Resilience, Positive Attitude, High Energy

Team Golden is focused on helping as many people as possible with their financial planning - and committed to the career advancement, growth, and happiness of its members.