Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Customize financial plans for each client based on potential life changes and changing financial needs • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Customize financial plans for each client based on potential life changes and changing financial needs • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • 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 • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Bachelor’s degree in business administration, finance, or related field is required • Superior relationship skills, communication skills, and customer service skills are necessary • Business mindset • Relevant knowledge of the financial industry, financial products, and best practices is preferred • Experience in sales & finance is helpful but not required Compensation: $90,000 - $120,000 at plan yearly

• Customize financial plans for each client based on potential life changes and changing financial needs • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives