Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Candidates may be eligible for: • Enhanced Commissions • Subsidy Allowance (available for up to the first year) • Life Licensing & Annuity Certificate reimbursement after 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 Occasional in-office presence is required so candidates must live in North Carolina (or be planning to relocate) to be considered. We do not offer visa sponsorship. Responsibilities: • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Design 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 • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Qualifications: • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Bachelor’s degree in business administration, finance, or related field is required • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • 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 • 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+ plan commission

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