We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Guide clients in making informed financial decisions by providing clear, actionable advice • Develop personalized financial plans that align with clients' goals and aspirations • Regularly review and adjust financial strategies to ensure they remain effective and relevant • Build and nurture long-term relationships with clients, fostering trust and confidence • Stay updated on industry trends and regulatory changes to offer the most current advice • Collaborate with team members to enhance service offerings and client satisfaction • Analyze financial data to identify opportunities for growth and risk management for clients Qualifications: • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Bachelor’s degree preferred; equivalent work experience in sales, business, or a related field is a plus • Ability to obtain required state insurance licenses and FINRA registrations (e.g., Series 6/7, 63/66) • Prior experience in sales, customer service, and business development is beneficial but not required • Strong interpersonal and communication skills with the ability to build long-term client relationships • Self-motivated, goal-oriented, and driven with a business mindset • Interest in financial services, wealth management, and helping clients achieve long-term financial goals • Ability to work independently and manage time effectively • Willingness to prospect, network, and build a personal client base • Coachable and open to ongoing training, mentorship, and professional development • High level of integrity, professionalism, and commitment to ethical business practices Compensation: $120,000 - $150,000 yearly

• Guide clients in making informed financial decisions by providing clear, actionable advice • Develop personalized financial plans that align with clients' goals and aspirations • Regularly review and adjust financial strategies to ensure they remain effective and relevant • Build and nurture long-term relationships with clients, fostering trust and confidence • Stay updated on industry trends and regulatory changes to offer the most current advice • Collaborate with team members to enhance service offerings and client satisfaction • Analyze financial data to identify opportunities for growth and risk management for clients