We are seeking Financial Advisors who are passionate about helping individuals and families make informed financial decisions. This role centers on education, planning, and guiding clients through thoughtful financial conversations. Advisors work with clients to understand their goals, timelines, and priorities before developing personalized strategies. The focus is on clarity and long-term thinking rather than short-term transactions. This opportunity is well-suited for individuals who value trust, professionalism, and continuous learning. Advisors receive structured training and ongoing support to develop both technical knowledge and client communication skills. The role offers flexibility, income growth potential, and a clear path for professional advancement as experience and performance increase. Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Serve as a collaborative team player willing to further development through continued training opportunities • 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 • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Meet with clients via Zoom or phone • Review financial goals and needs • Educate clients on planning and protection options • Follow a structured advisory process Qualifications: • Strong communication and people skills • Coachable and open to training • Self-motivated and reliable • Sales, finance, or client-facing experience a plus (not required) Compensation: $80,000 - $100,000 yearly

• Meet with clients via Zoom or phone • Review financial goals and needs • Educate clients on planning and protection options • Follow a structured advisory process • Maintain basic client documentation and follow-up