Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • 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 • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • 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: $60,000 - $70,000

• 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