Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • 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 • 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 • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • A required Bachelor’s degree in business administration, finance, or similarly related field • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Demonstrated sales experience or an enterprising attitude • Excellent communicative skills, both written and verbal • Dedicated to helping families and businesses live their best life • Knowledgeable about the business industry • Well-presented and professional in all interactions • Resilient and determined when faced with adversity • Skilled in leveraging personal connections and networks to build relationships • Must be a US citizen or legally authorized to work in the US Compensation: $75,000+ yearly

• Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time