We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • 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 • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Be a coachable, organized team member interested in pursuing training development and educational opportunities • 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 • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Valid FINRA Series 7 & 63/66 preferred but not required • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • A required Bachelor’s degree in business administration, finance, or similarly related field • Requires a Bachelor’s degree in business administration, finance, or other related field • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Valid FINRA Series 7 & 63/66 preferred but not required • Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is needed • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Compensation: $76,000 at plan earnings

• 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 • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects