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: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Customize financial plans for each client based on potential life changes and changing financial needs • Customize financial plans for each client based on potential life changes and changing financial needs • Synthesize and present financial recommendations 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 • A Bachelor’s degree in business administration, finance, or a related field is required • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Superior relationship skills, communication skills, and customer service skills are necessary • Business mindset • Relevant knowledge of the financial industry, financial products, and best practices is preferred • Experience in sales & finance is helpful but not required Compensation: $90,000 - $120,000 at plan yearly

• Customize financial plans for each client based on potential life changes and changing financial needs • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives