Encompass More Group · 1 week ago
Junior Financial Advisor
Danville, CA
Full-time
Hybrid
Entry Level
2+ years expEncompass More Group is an independent RIA & BD with representatives across the nation, and they are seeking a Junior Financial Advisor. The role involves assisting clients with financial planning, providing retirement planning and investment guidance, and supporting senior advisors in drafting financial strategies.
AdviceAsset ManagementFinancial ServicesReal Estate Investment
Hiring Manager
Cortney Eastman, MSBM
Responsibilities
Assisting clients with financial planning
Providing retirement planning and investment guidance
Analyzing financial data
Supporting senior advisors in drafting financial strategies
Maintaining client relationships
Remaining knowledgeable about market trends and financial products to enhance client portfolios
Qualification
Required
Proficiency in Financial Planning, Financial Advisory, and Finance
Experience with Retirement Planning and Investments
Strong analytical and problem-solving skills
Excellent interpersonal and communication abilities
Bachelor's degree in Finance, Economics, or a related field
Licenses such as Series 7 or 65
High ethical standards and ability to maintain client confidentiality
Minimum 2 years experience
Entrepreneurial mindset
Company
Encompass More Group
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brock McKinley
Founder, Chairman
Company data provided by crunchbase