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: • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Bachelor’s degree in business administration, finance, or related field is required • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Compensation: $86,000 - $117,000

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