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: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Bachelor’s degree in business administration, finance, or related field is required • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Compensation: $70,000 - $113,000

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