We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • 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 • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. Your earning potential is upside down with a draw against commission set up that is further explained in the interview process. Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • 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 • Bachelor's Degree (Required) • US Work Authorization • Entrepreneurial Mindset--desire to work in a commission environment • Interpersonal & Relationship Skills • Desire to build a business for yourself but not by yourself • Strong work ethic • Coachable • Desire to help others Compensation: $116,500 at plan earnings

• When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. Your earning potential is upside down with a draw against commission set up that is further explained in the interview process.