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: • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: Previous success in customer consultation, relationship management, preferably in financial services Understanding of financial services 2-3 years of previous experience working in the financial services industry Life, Health, and Annuity Licensed Series 6, 63, and 65 or Series 7, 66 Licensed(Preferred) Results-oriented Proficient in networking Enterprising spirit Compensation: $100,000 - $125,000 yearly

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