We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Qualifications: • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Bachelor’s degree in business administration, finance, or related field is required • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Background in sales, business development, leadership, or other performance-driven roles; professional experience preferredStrong communication, presentation, and relationship-building skills with the ability to influence and earn trustSelf-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independentlyDemonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities Compensation: $124,000 at plan commission

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