Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Customize financial plans for each client based on potential life changes and changing financial needs • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Requires a Bachelor’s degree in finance, business administration, or related field • 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 • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Compensation: $70,000 - $113,000

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