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: • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Customize financial plans for each client based on potential life changes and changing financial needs • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Work with the existing client base and lead flow to generate new business • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact-gathering and needs analysis • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Bachelor’s degree in business administration, finance, or related field is required • Must be Series 7/6, Series 63/66 licensed and 215 licensed • Strong interpersonal skills and customer service focus • Market development/networking abilities • BA, BS, and/or graduate degree or equivalent work experience required Compensation: $60,000 - $70,000

• Work with the existing client base and lead flow to generate new business • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact-gathering and needs analysis • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates