Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions. Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Requires a Bachelor’s degree in business administration, finance, or other related field • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport. • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship. • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions. • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives. • Education : a bachelor's degree in finance, business, economics, or a related field is preferred. • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus. Compensation: $90,000 - $100,000

• Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions.