Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: • 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 • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Background in sales, business development, leadership, or other performance-driven roles; professional experience preferred • Strong communication, presentation, and relationship-building skills with the ability to influence and earn trust • Self-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independently • Demonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities Compensation: $124,000 at plan commission

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