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: Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Superior customer service skills, math skills, relationship skills, and communication skills are preferred A Bachelor’s degree in business administration, finance, or a related field is required Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • 2+ years of experience in the insurance or financial advisory field • Proven track record of generating book of business Compensation: $125,000+ at plan commission

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