We are seeking an experienced financial advisor to assist our 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: • Design customized financial plans suitable 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 • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations What is expected of our Agents? • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time Qualifications: • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Bachelor’s degree in business administration, finance, or related field is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Desired Skills and Experience • 4-year College Degree (Recommended) • Candidate must be an accomplished communicator with strong verbal and written skills • Prior sales and/or business experience preferred • Business Mindset • Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment • Purpose-driven goals Compensation: $70,000 yearly + At Plan Earnings

• What is expected of our Agents? • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time