Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our 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! Responsibilities: • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Customize financial plans 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 • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. Qualifications: • Requires a Bachelor’s degree in finance, business administration, or related field • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • To have the ability to build personal relationships with clients and help them reach their financial goals. Compensation: $105,000 at Plan Commission

• What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.