Our firm is rapidly expanding, and we are looking for a 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: • Customize financial plans 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 • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • A Bachelor’s degree in business administration, finance, or a related field is required • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations 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 • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Strong interest in financial planning and investment management • Excellent interpersonal and communication skills • Sales experience or customer service background • Willing to study and obtain a Life Insurance license • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary Compensation: $75,000+ at plan with benefits

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