Financial Advisor/Wealth Manager - Entry Level

A Four-Time Inc.com Best Workplaces company. (2023,2024,2025,2026)

https://www.inc.com/profile/keenan-financial

The role of a Financial Advisor:

• Identifies and sets appointments with potential clients
• Works closely with a mentor to meet with clients and assess their financial needs
• Designs, develops, and implements a marketing plan
• Develops a customized financial plan to address each client’s outlined goals
• Maintains strong relationships with clients, helping them achieve their goals
• Provides ongoing consultation and support

Highlights of this position:

• One-on-One training from seasoned leaders in the financial planning industry.
• A comprehensive training program that includes financial planning, marketing techniques, asset management, and client service
• Uncapped earning potential
• Numerous career path options, including financial advisor, CFP, CPA, and management opportunities.

Requirements of the role:

• Bachelor’s degree (preferably in business or an industry-related field)
• Ability to obtain licenses * U.S. Citizen or Permanent Resident
• Entrepreneurial spirit
• Motivation for success
• Eager to learn