Our producer group is rapidly expanding, and we are currently looking for a senior financial advisor to join our team. The ideal candidate will be eager to accept joint work opportunities and partner with our less experienced professionals. Our team has done a fantastic job sourcing opportunities, and our incoming Senior FA will benefit from the partnership. Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • 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 Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • FINRA Series 7/66 licenses • Experience with financial planning software such as eMoney, MoneyGuide and RightCapital Compensation: $80,000 - $95,000 OTE

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