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: • 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 • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a collaborative team player willing to further development through continued training opportunities • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • A required Bachelor’s degree in business administration, finance, or similarly related field • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Must be authorized to work in the US — candidates must hold a US passport, green card, or regular renewable EAD. Note: We are unable to sponsor or contract with F1 Visa (OPT/CPT) holders at this time. Compensation: $118,500+ annually at plan commission

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