Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise 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: • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, 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: • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • A Bachelor’s degree in business administration, finance, or a related field is required Compensation: $95,000 - $150,000 commission based

•