We are seeking an experienced financial advisor to assist our 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: • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Design 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 Qualifications: • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Requires a Bachelor’s degree in finance, business administration, or related field • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • 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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