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: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a collaborative team player willing to further development through continued training opportunities Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Valid FINRA Series 7 & 63/66 preferred but not required • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required Compensation: $75,000 at plan yearly

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