Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required Compensation: $75,000 at plan yearly

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