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 • Develop 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 • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects 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: • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Requires a Bachelor’s degree in finance, business administration, or related field • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital 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