Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Candidates may be eligible for: • Enhanced Commissions • Subsidy Allowance (available for up to the first year) • Life Licensing & Annuity Certificate reimbursement after contract validation • Securities Licensing reimbursement up to $5,000 per year (upon proof of passing test and receipt submission) Additional Incentives Include: • Residual Renewal Income • Local Experiences and International Top Producer Trips • Quarterly Bonuses • Retirement Plan with Company Contribution • FICA (Social Security & Medicare) Contributions • Healthcare Company Contributions Training & Development: • Structured Training & Development Program • 1:1 Coaching, Support, & Ongoing Professional Development Responsibilities: • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Develop and provide financial advice 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 • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Qualifications: • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Requires a Bachelor’s degree in finance, business administration, or related field • Bachelor's Degree a must, sales experience and/or financial internships a plus. • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. • You are personable and caring, with a natural ability to connect and communicate with others. • Enthusiastic, high energy, and positive attitude. • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. • Must have excellent communication and interpersonal skills. • Quick learner who is comfortable in a fast-paced, dynamic environment. Compensation: $80,000+ performance-based

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