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! Responsibilities: • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Design customized financial plans suitable for each client based on potential life changes and changing financial needs 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 your 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 your clients 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 • Bachelor’s degree in business administration, finance, or related field is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Competitive • Enterprising • Coachable • Communicative • Self-disciplined • Authentic • Winning Attitude Compensation: $140,500 at plan earnings

• 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 your 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 your clients