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: • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Requires a Bachelor’s degree in finance, business administration, or related field • Strong interest in financial planning and investment management • Excellent interpersonal and communication skills • Sales experience or customer service background • Willing to study and obtain a Life Insurance license • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary Compensation: $75,000+ at plan with benefits

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