Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking an entrepreneurial, 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: • Serve as a collaborative team player willing to further development through continued training opportunities • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • 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 • Customize strategies based on the client's goals and needs • Helping families set their children for success with college funding Qualifications: • 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 • 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 • Must be computer and system savvy for everyday usage Compensation: $90,000 - $120,000 yearly

• Customize strategies based on the client's goals and needs • Helping families set their children for success with college funding