Financial Advisor
Motley FoolSalary not specified
- Full Time
- Entry Level & New Grad
$75,000 – $85,000Compensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess a Bachelor’s degree in Finance, Economics, or a related field, and demonstrate a strong interest in wealth management and financial services. Prior experience in a client-facing role, such as sales or customer service, is preferred, along with a desire to learn about investment strategies and financial planning. Familiarity with financial concepts and a commitment to providing exceptional client service are also important qualifications.
Responsibilities
As an Associate Wealth Advisor, you will assist the advisory team in meeting with clients, understanding their financial needs, and developing comprehensive financial plans. You will support the implementation of investment strategies across various areas including investing, tax, estate, insurance, debt/cash management, and career advisory, while also assisting in client onboarding and maintaining client relationships. This role involves collaborating with experienced advisors and specialists to deliver a holistic wealth management experience and contribute to the firm’s strategic growth model.
Skills
Financial Planning
Client Service
Wealth Management
Tax Strategies
Estate Planning
Investment Strategies
Insurance
Cash and Debt Management
Team Collaboration
Tech-Savvy
Earnest
Provides low-interest student and personal loans
About Earnest
Earnest provides financial services focused on student loan refinancing, private student loans, and personal loans. The company uses advanced data analysis and underwriting software to assess each client's financial situation, allowing them to offer low-interest rates tailored to individual needs. Clients can select flexible repayment plans that suit their financial circumstances, making it easier to manage their debt. Unlike many competitors, Earnest continuously adjusts its rates based on market conditions to remain competitive. The goal of Earnest is to help financially responsible individuals effectively manage their educational and personal debt.
Key Metrics
San Francisco, CaliforniaHeadquarters
2013Year Founded
$123.5MTotal Funding
ACQUISITIONCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees