We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Qualifications: • A Bachelor’s degree in business administration, finance, or a related field is required • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Compensation: $70,000 - $120,000 at plan

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