Our Bay Area office 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 ropes of the financial service 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: 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 Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Embrace the role of a structured yet coachable team player open to continued education and training from other team members Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications: Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired A required Bachelor’s degree in business administration, finance, or similarly related field Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus 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 • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business/money management tools is desired • Up-to-date FINRA Series 7, 63, 66 is desired Necessary Personality Traits: • Competitive • Go-getter • Coachable • Self-disciplined • Authentic Compensation: $108,000 - $191,000 at plan commission

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