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: • Serve as a collaborative team player willing to further development through continued training opportunities • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • 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 • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Study, learn, and execute with on-the-job training • Shadow client meetings, plan designs, and presentations • Analyze client financials to determine their needs and risk tolerance • Review available options for clients • Recommend which areas or services fit the client's needs • Participate in marketing and expansion strategies Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Compensation: $103,000 yearly at plan earnings

• Study, learn, and execute with on-the-job training • Shadow client meetings, plan designs, and presentations • Analyze client financials to determine their needs and risk tolerance • Review available options for clients • Recommend which areas or services fit the client's needs • Participate in marketing and expansion strategies