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: Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals 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 Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Be a coachable, organized team member interested in pursuing training development and educational opportunities Qualifications: Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Up-to-date FINRA Series 7 & 63/66 documents are a bonus A Bachelor’s degree in finance, business administration, or alternate related analytical field is required 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 Compensation: $70,000 - $115,000 at plan

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