Entry Level Financial Professional

Overview We are seeking motivated individuals who are passionate about helping others achieve financial confidence and long\-term financial wellness. As an Entry\-Level Financial Professional, you will work directly with clients to provide educational support, assist with financial needs analysis, coordinate appointments, and help clients access financial strategies and resources. This role is ideal for individuals looking to build a career in financial services while developing communication, relationship\-building, and professional consulting skills. **Responsibilities** Client Relationship Support * Communicate with clients through phone, email, and virtual platforms to provide exceptional service and support. * Build and maintain positive client relationships through professional and timely communication. * Assist clients with general questions and guide them to appropriate resources and solutions. Financial Education \& Guidance * Share company\-approved educational materials covering financial literacy, budgeting, debt management, savings strategies, retirement planning, and long\-term financial wellness. * Help clients better understand their financial goals and available planning options. * Support financial reviews and assist with gathering information needed for client consultations. Appointment Coordination * Schedule, confirm, and coordinate virtual and in\-person client appointments. * Prepare meeting materials and ensure clients receive necessary information before consultations. * Follow up with clients regarding upcoming appointments and educational resources. Client Documentation \& Administrative Support * Maintain accurate client records, meeting notes, and documentation. * Assist with data entry, compliance\-related recordkeeping, and file management. * Support daily administrative functions to ensure an efficient client experience. Professional Development * Participate in onboarding, mentorship, coaching, and ongoing training programs. * Develop knowledge of financial concepts, industry best practices, and client service standards. * Pursue professional growth opportunities and applicable licensing requirements when applicable. **Qualifications** * Authorized to work in the United States. * Ability to successfully complete a standard background check. * Strong communication and interpersonal skills. * Professional, client\-focused mindset. * Strong organizational and time\-management abilities. * Comfortable using virtual meeting platforms, email, CRM systems, and standard office software. * Self\-motivated with a desire to learn and grow within the financial services industry. * Previous customer service, sales, finance, banking, or business experience is helpful but not required. **What We Offer** * Comprehensive training and mentorship. * Professional development opportunities. * Flexible scheduling options. * Full\-time and part\-time opportunities available. * Supportive, team\-oriented environment. * Ca