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: • Serve as a collaborative team player willing to further development through continued training opportunities • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • 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: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Up-to-date FINRA Series 7 & 63/66 documents are a bonus Compensation: $80,000 - $135,000 commission based

•