We are seeking an experienced financial advisor to assist our 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: • Help clients implement financial recommendations such as life insurance, savings plans, 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 • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: • A Bachelor’s degree in business administration, finance, or a related field is required • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Compensation: $70,000 - $113,000

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