Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a collaborative team player willing to further development through continued training opportunities • 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 • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Requires a Bachelor’s degree in business administration, finance, or other related field • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Valid FINRA Series 7 & 63/66 preferred but not required • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Compensation: $107,500+ at plan commission

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