We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Customize financial plans for each client based on potential life changes and changing financial needs • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Execute exceptional customer service 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: • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Bachelor’s degree in business administration, finance, or related field is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Bachelor's Degree a must, sales experience and/or financial internships a plus. • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. • You are personable and caring, with a natural ability to connect and communicate with others. • Enthusiastic, high energy, and positive attitude. • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. • Must have excellent communication and interpersonal skills. • Quick learner who is comfortable in a fast-paced, dynamic environment. Compensation: $80,000+ performance-based

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