Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Create customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • A Bachelor’s degree in business administration, finance, or a related field is required • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • 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 • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Compensation: $150,000 - $250,000

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