Director of FP&A leading financial planning, forecasting, and internal reporting efforts at BARBRI. Partnering across business segments to enhance decision - making and performance visibility.
About the role
- Entry-Level Financial Advisor providing financial planning, insurance planning, and investment advisory support. Seeking individuals for a long-term career in wealth management and financial services.
Responsibilities
- Prospect new clients through networking, referrals, and business development
- Conduct financial needs analysis and fact-finding interviews
- Educate clients on retirement planning, life insurance, disability insurance, and investment options
- Support portfolio implementation including mutual funds and insurance products
- Maintain client relationship management (CRM) records
- Ensure regulatory compliance and documentation standards
- Participate in licensing preparation and professional development
- Deliver ongoing client service and relationship management
Requirements
- High school diploma or equivalent
- Ability to obtain Life and Health Insurance license
- Strong communication and consultative sales skills
- Comfortable with prospecting, lead generation, and client acquisition
- Basic proficiency with CRM software and Microsoft Office
- Bachelor’s degree in Finance, Business Administration, Economics, or Marketing (preferred)
- 1+ year of experience in sales, banking, insurance, financial services, or customer service (preferred)
- Active Life and Health Insurance license (preferred)
- Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66 (preferred)
- Interest in Certified Financial Planner (CFP) track (preferred)
Benefits
- W-2 employment status
- Commission-based compensation with residual income
- Performance bonuses and production incentives
- 401(k) with company match
- Medical, dental, vision, life, and disability insurance
- Licensing sponsorship (if applicable)
- Structured mentorship and financial advisor training program
- Flexible scheduling
Job title
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