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: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • 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 • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Compensation: $75,000+ at plan

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