We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor What You’ll Do • Build relationships with clients in your community and beyond • Learn to assess financial needs and create customized plans • Receive ongoing support and mentorship from experienced advisors • Use modern tools and technology to manage client accounts Qualifications: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • A required Bachelor’s degree in business administration, finance, or similarly related field • Valid FINRA Series 7 & 63/66 preferred but not required • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary What We’re Looking For • A self-starter with a strong work ethic and a desire to learn • Passionate about helping others and making a difference • Comfortable talking to people and building long-term relationships • Open to feedback and mentorship Compensation: $80,000 – $105,000 First Year Average

• What You’ll Do • Build relationships with clients in your community and beyond • Learn to assess financial needs and create customized plans • Receive ongoing support and mentorship from experienced advisors • Use modern tools and technology to manage client accounts • Grow your client base through networking and referrals