Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Be a coachable, organized team member interested in pursuing training development and educational opportunities • 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 • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Qualifications: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Must be 18 and older • No previous experience is required • No need to have a series 6 and series 7 license • Zoom proficient Compensation: $75,000

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