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: • Synthesize and present financial recommendations 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 • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Currently holds, or has held within the last 24 months, a FINRA Series 7, and Series 65 or 66 Compensation: $110,000 - $175,000 yearly

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