Are you an experienced financial advisor who thrives on providing excellent service to help 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 communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Customize financial plans 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 Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Bachelor’s degree in business administration, finance, or 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 Compensation: $70,000 - $120,000 at plan

•