We are seeking an eager, strategic, and definitive wealth management 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: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Serve as a collaborative team player willing to further development through continued training opportunities • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • A required Bachelor’s degree in business administration, finance, or similarly related field Compensation: $50,000 - $100,000

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