Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • 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: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • 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 • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Requires a Bachelor’s degree in finance, business administration, or related field • 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