Personal Financial Planner
Unicorn Callers LLC at Virtuity
San Diego, CA US
Posted ago
Unicorn Callers LLC at Virtuity
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 financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
Compensation
$70,000 - $110,000
About Unicorn Callers LLC at Virtuity

We have a mission: to help people from all walks of life build a better future. Through our business platform, we have removed the barriers that have kept people from achieving the dream of owning their own business, and our associates prove each day that, by helping others pursue their goals, success can happen.


You can be a part of that success. As a Virtuity associate, you are in business for yourself, but not by yourself. Our business platform offers tools and resources to hit the ground running and build a financial services business that can help change the futures of families and generations to come.


YOU ARE IN CONTROL

OF YOUR CAREER


Through our platform, you can create a career and lifestyle where you are in control. We provide you with a variety of avenues to obtain new licenses and becoming a registered representative.

APPLY NOW
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