We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Compensation: $100,000 OTE

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