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: • 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 • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Embrace the role of a structured yet coachable team player open to continued education and training from other team members Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Requires a Bachelor’s degree in business administration, finance, or other related field • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Experienced Licensed Financial Advisors and or Managers Compensation: $60,000 - $100,000+

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