Financial Advisor @ One-Financial Network

Financial Advisor

This is an exciting opportunity as an entry level Financial Adviser. If you're someone that enjoys helping people through a consultative approach and has strong interest in financial growth and financial security then this could be the position for you. We currently are looking for an entry level financial adviser to act as an intermediary between our company and customers.

You will provide financial guidance and make recommendations on how your clients can best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers' needs, design financial strategies and close a sale.

Day to Day Activities:

  • Offer tactical advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)

  • Analyzing information and evaluating results to choose the best solution and solve problems

  • Evaluate the financial status of your clients, understand their needs and develop a solid financial plan to guide them towards profitable and secure financial decision

  • Contact prospective customers to present information and explain available services

  • Nurture client base and build relationships as well as network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc. to meet sales quotas

  • Determine customers' financial services needs and prepare proposals to sell services that address these needs

  • Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments

  • Prepare forms or agreements to complete sales

  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

  • Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources

  • Stay well-informed of new industry developments and research current marketplace to stay current on financial consulting

  • Sell services or equipment, such as trusts, investments, or check processing services

  • Manage the course of financial plan and update it, if necessary, to ensure profits and comply with all industry rules and regulations

  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings


  • Integrity - Job requires being honest and ethical

  • Developing constructive and cooperative working relationships with others, and maintaining them over time

  • Dependability - Job requires being reliable, responsible, and dependable, and fulfilling obligations

  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do

  • Initiative - Job requires a willingness to take on responsibilities and challenges

  • Persuasion - Persuading others to change their minds or behavior

  • Persistence - Job requires persistence in the face of obstacles

  • Leadership - Job requires a willingness to lead, take charge, and offer opinions and direction

Tools & Technology to be used in this occupation:

  • Calculators or accessories

  • Desktop computers

  • Notebook computers

  • Personal computers

  • Data base user interface and query software

  • Electronic mail software

  • Financial analysis software

  • Internet browser software

  • Office suite software, MS Office etc.


  • Bachelors Degree

  • Customer and Personal Service This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction

  • Sales and Marketing - Promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems

  • Strong Communication strong written and oral communication skills

  • Interest in learning about investing, basic finance and economic principles, financial markets, banking and the analysis and reporting of financial data

Questions / Apply? Contact:

Talent Acquisition Specialist

Lucas Karschnik

C 612.810.1329 I

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