We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • 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 • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • 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 Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Requires a Bachelor’s degree in business administration, finance, or other related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Candidate is required to hold either a US passport, a green card, or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT) Compensation: $107,500+ at plan commission

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