We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Bachelor’s degree in business administration, finance, or related field is required Compensation: $70,000 - $113,000

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