Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications: • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Bachelor’s degree in business administration, finance, or related field is required • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Compensation: $70,000 - $133,000 at plan yearly

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