Big Money Management is hiring! One of the region's fastest-growing firms is looking for a highly motivated, dynamic individual to join our expanding team. We are an independent retirement planning firm that values our team and clients equally. The Lead Financial Advisor will own all aspects of client relationship management and account reviews for a branch office. Big Money Management offers a competitive salary with revenue-sharing opportunities. If you want to be a part of a fun, growing firm and love helping people reach their financial goals, then apply here. Responsibilities: • Follow up with warm leads from seminars to gain and close new business • Conduct client meetings to present recommendations/deliver advice • Schedule, prepare and conduct annual client review meetings • Answer questions from the client as they pertain to their account • Prepare for client meetings, focusing on planning discussions (applications, analysis) • Perform case analysis and develop recommendations • Communicate with team members on client documentation, prep, and process • Maintain strong compliance documentation, client notes and database Qualifications: • Series 65 and Life Insurance license required • 2-5 years of financial/retirement planning experience • Ability to close business through a proven sales process • Effective communication and persuasive ability • Highly organized with strong follow-through • Strong attention to detail • Professional and courteous mannerisms • Operate with a proactive approach with clients and team Compensation: $75,000 - $150,000

• Follow up with warm leads from seminars to gain and close new business • Conduct client meetings to present recommendations/deliver advice • Schedule, prepare and conduct annual client review meetings • Answer questions from the client as they pertain to their account • Prepare for client meetings, focusing on planning discussions (applications, analysis) • Perform case analysis and develop recommendations • Communicate with team members on client documentation, prep, and process • Maintain strong compliance documentation, client notes and database