Open Positions

Entry Level Financial Advisor

Position Overview:

We’re looking for an entry level/young professional looking to build their career in financial advising. As part of our Career Builder program, this candidate will have the opportunity to begin growing their career as a financial advisor in the Washington, PA region. Over a three-year time frame, this candidate will gain training, mentorship, and their necessary licenses to fully practice as a financial advisor.

Responsibilities

• Achieve performance targets by bringing clients through the advice process
• Perform financial forecasting, annual business plan and rolling plan, variance analysis of actual versus forecast and reconciliation of internal accounts to assess strategic decision alternatives
• Prepare financial related analysis and research in are a such as financial and cost saving performance measures
• Participate in annual budget process and cost saving activities
• Achieve performance targets by bringing clients through the advice process
• Develop client relationships with new and existing clients
• Establish and develop relationships with staff in supporting organizations
• Provide professional best advice in developing clear financial plans for new and existing clients
• Adhere to strict risk management procedures
• Identify financial requirements and develop clear financial plans for new and existing client
• Ensure that the highest level of customer service is provided on a consistent basis
• Develop relationships with new and existing clients in line with targets and standards
• Ensure full compliance with all relevant AccountMaster and MoneyConcepts^® policies, procedures, and legal and regulatory requirements
• Strong business development

Qualifications

• Little to no experience necessary
• Follows standard practices and procedures
• Those interested in the CareerBuilder program will have all licenses paid for as part of the program.
• Bachelor’s Degree or commensurate experience

Salary/Benefits

• This position provides a starting salary $36,000(plus commissions)
• Licensing fees, training, educational materials will be paid for by AccountMaster and MoneyConcepts^® up front and will be paid back by the client over the three–year period.