We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor 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 Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • 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 • Identify, secure, and cultivate new relationships Qualifications: Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Knowledge of the financial industry, financial products, best practices, and tax regulations is desired CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Bachelor’s degree Compensation: $50,000 - $70,000

• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • 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 • Identify, secure, and cultivate new relationships