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: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • 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 • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Serve as a collaborative team player willing to further development through continued training opportunities Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • A required Bachelor’s degree in business administration, finance, or similarly related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Compensation: $75,000+

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