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: • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Create 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 Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • 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 • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Requires a Bachelor’s degree in finance, business administration, or related field • Strong interest in financial planning and investment management • Excellent interpersonal and communication skills • Sales experience or customer service background • Willing to study and obtain a Life Insurance license • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary Compensation: $75,000+ at plan with benefits

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