Entry-Level Financial Associate

Entry-Level Financial Associate

Company: Griggs Family Financial

About Griggs Family Financial

At Griggs Family Financial, we are committed to helping individuals, families, and business owners better understand their financial goals and the options available to them. We take an educational approach to financial services and strive to make financial concepts easier to understand for people from all backgrounds.

We are looking for motivated, dependable individuals interested in learning about the financial services industry and building professional skills while making a positive impact on others.

Position Overview

As an Entry-Level Financial Associate, you will have the opportunity to learn about financial services, develop client relationship skills, and help individuals and families explore strategies for their financial futures.

No previous financial services experience is required. Training, mentorship, and guidance are available to help qualified candidates learn about the industry and understand the requirements for entering the field.

Responsibilities

• Connect with individuals, families, and business owners to learn about their financial goals and needs.
• Help educate clients about financial concepts and available financial solutions.
• Learn about retirement planning, wealth accumulation, college funding, investments, and insurance solutions.
• Build and maintain professional client relationships through effective communication and follow-up.
• Participate in training, team meetings, and professional development opportunities.
• Work toward obtaining the licenses required for applicable financial services activities.
• Maintain professionalism and a commitment to client education and service.

Qualifications

• Strong communication and interpersonal skills.
• A willingness to learn and develop new professional skills.
• Self-motivation, dependability, and a professional attitude.
• Good organizational skills and attention to detail.
• An interest in financial education and helping others.
• Ability to work independently while collaborating with a team.
• Willingness to complete required training and licensing.
• Must meet applicable licensing and regulatory requirements.

Previous experience in customer service, sales, business development, education, or client relations may be helpful but is not required.

What We Offer

• Training and mentorship for qualified candidates.
• Opportunities for professional development and continued learning.
• Exposure to financial services and client relationship management.
• Guidance through applicable licensing requirements.
• The opportunity to develop communication, leadership, and business skills.
• A team environment focused on helping individuals and families better understand their financial options.

Join Our Team

If you are motivated to learn, enjoy working with people, and are interested in exploring a career in financial services, we encourage you to apply.

We look forward to connecting with individuals who are eager to grow professionally and help make financial education more accessible to the communities they serve.

Pay: $50,000.00 - $80,000.00 per year

Benefits:

• Flexible schedule

Work Location: Remote