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: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • 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 • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Requires a Bachelor’s degree in business administration, finance, or other related field Compensation: $80,000 - $120,000 yearly

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