Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Bachelor’s degree in business administration, finance, or related field is required • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • 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 Compensation: $95,000 - $250,000 commission based

•