Do you enjoy working with people and have a knack for developing effective, analytics-based strategies? Are you tired of doing the same thing on a daily basis? We are seeking a money-minded individual who is looking for a chance to break into the financial services industry! Our successful Entry-Level Financial Specialist 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: • Network within local communities to develop strong relationships • Partake in the best training program in the industry • Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Create long-term effective financial solutions for clients • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • Excellent communicator who is willing to provide great client service • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed • Preferred Bachelor’s degree, but not required • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising • Strong work ethic • Desire to help people • Positive attitude • Integrity • Determination Compensation: $65,000 - $95,000 at plan annually

• Network within local communities to develop strong relationships • Partake in the best training program in the industry • Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Create long-term effective financial solutions for clients • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations