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: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Serve as a collaborative team player willing to further development through continued training opportunities • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • 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 What You’ll Do • Build relationships with clients in your community and beyond • Learn to assess financial needs and create customized plans • Receive ongoing support and mentorship from experienced advisors • Use modern tools and technology to manage client accounts • Grow your client base through networking and referrals Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • A required Bachelor’s degree in business administration, finance, or similarly related field • Valid FINRA Series 7 & 63/66 preferred but not required • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients What We’re Looking For • A self-starter with a strong work ethic and a desire to learn • Passionate about helping others and making a difference • Comfortable talking to people and building long-term relationships • Open to feedback and mentorship Compensation: $80,000 – $105,000 First Year Average

• What You’ll Do • Build relationships with clients in your community and beyond • Learn to assess financial needs and create customized plans • Receive ongoing support and mentorship from experienced advisors • Use modern tools and technology to manage client accounts • Grow your client base through networking and referrals