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 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: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • 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 • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • 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 • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Requires a Bachelor’s degree in business administration, finance, or other related field • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Valid FINRA Series 7 & 63/66 preferred but not required • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • We will sponsor candidates for FINRA Series 7/66 required registrations Compensation: $76,000 at plan earnings

• 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 • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects