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: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Customize financial plans for each client based on potential life changes and changing financial needs • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • A Bachelor’s degree in business administration, finance, or a related field is required • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Compensation: $95,000 - $250,000 commission based
•