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: • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Customize financial plans for each client based on potential life changes and changing financial needs • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Work with the existing client base and lead flow to generate new business • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact-gathering and needs analysis • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications: • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Must be Series 7/6, Series 63/66 licensed and 215 licensed • Strong interpersonal skills and customer service focus • Market development/networking abilities • BA, BS, and/or graduate degree or equivalent work experience required Compensation: $80,000 - $110,000+

• Work with the existing client base and lead flow to generate new business • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact-gathering and needs analysis • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates