Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a collaborative team player willing to further development through continued training opportunities • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Requires a Bachelor’s degree in business administration, finance, or other related field Compensation: $75,000 at plan yearly

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