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Accounting / Finance / Accounting / Finance
Liberty Financial Strategies Hiring for Junior Financial Advisor Job at Lancaster, PA Full Time
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Assistant partner at the financial advisory firm in client onboarding, service and financial plan development. Work with the current client base to schedule reviews, update financial planning and recommendations. Heavy data input into financial planning software along with processing of new account applications. Administrative tasks will need to be performed in an extremely detailed manner.
Time will be dedicated for networking and to build the Junior Advisor’s clientele.
Job Type: Full-time
Pay: $25.00 – $40.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
Supplemental Pay:
- Bonus pay
- Commission pay
COVID-19 considerations:
We are following CDC guidelines.
Application Question(s):
- Series 7 or 6 License?
- Life, Accident, Health License?
Experience:
- Financial services: 2 years (Required)
License/Certification:
- CFP (Preferred)
- FINRA License (Preferred)
Work Location:
- One location
Work Remotely:
- No
Work Location: One location