Work Remote! Our firm is rapidly expanding and we are currently looking for a new Financial Educator to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. This role is a high-paying commission-only role. If this sounds like you, apply today! Top-notch leadership, training, and guidance. • Stock Options • Equity Options • Profit Sharing • Ownership • Beneficiary Bequest Responsibilities: • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • 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 • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Compensation: $150,000+ At Commission Plan

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • 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 • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs