We are seeking an experienced financial advisor to assist 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! 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 South Carolina (or be planning to relocate) to be considered. We do not offer visa sponsorship. Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • 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 Qualifications: • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • 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 • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • 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 • 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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