We are seeking an eager, strategic, and definitive financial 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: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • 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 • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Qualifications: • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Candidate is required to hold either a US passport, a green card or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT) Compensation: $107,500+ at plan commission

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