We are seeking an ambitious, business-minded individual to join our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families, and business owners achieve their financial goals through comprehensive planning. You'll receive hands-on mentorship, industry-leading training, and a proven business development process designed to help you establish a successful practice from the ground up. As a Financial Planner, you'll develop expertise in retirement planning, investment management, insurance and risk management, tax-efficient strategies, estate planning, and wealth preservation. Success in this role comes from building lasting client relationships, growing your network, and creating a business that can provide long-term income and career growth. If you're motivated, coachable, competitive, and excited by the opportunity to own your success while making a meaningful impact on clients' lives, we'd love to hear from you. Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • 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 • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client. • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions. Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • 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 • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport. • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship. • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions. • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives. • Education : a bachelor's degree in finance, business, economics, or a related field is preferred. • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus. Compensation: $90,000 - $100,000

• Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client. • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.