Are you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you! We're seeking a motivated individual with strong communication skills and a passion for developing long-term relationships. This position requires a sharp mind with the ability to develop dynamic, data-driven strategies. A strong knowledge of investments, estate planning, business strategies, and stocks/mutual funds is encouraged. If you have the right qualifications and a desire to succeed in the financial services sector, don't hesitate to submit your application! Responsibilities: • Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Embrace the role of a coachable team player open to continued education and training from other team members • Create customized financial plans for each client based on life stage, professional circumstances, and financial needs • Understand the economic markets and use resources to leverage your expertise • Be there in times of need when clients need us most Qualifications: • FINRA Series 7/6, SIE, and 63/66 are preferred but not required • 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, financial planning software, CRM systems, and related programs is needed • Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients • A bachelor’s degree in business administration, finance, or a similarly related field is desired but not required Traits of our most successful Associates: • Passion to help people • Integrity • A successful track record • Enthusiasm • Self-discipline • Resilience • Goal-Oriented Compensation: $101,500 - $121,500 at plan yearly

• Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Embrace the role of a coachable team player open to continued education and training from other team members • Create customized financial plans for each client based on life stage, professional circumstances, and financial needs • Understand the economic markets and use resources to leverage your expertise • Be there in times of need when clients need us most