Training Provided 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: • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Customize financial plans for each client based on potential life changes and changing financial needs • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Bachelor’s degree in business administration, finance, or related field is required • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Bachelor's Degree a must, sales experience and/or financial internships a plus. • A business mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth. • You are personable and caring, with a natural ability to connect and communicate with others. • Enthusiastic, high energy, and positive attitude. • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. • Must have excellent communication and interpersonal skills. • Quick learner who is comfortable in a fast-paced, dynamic environment. Compensation: $80,000+ OTE

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