Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • 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 • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a collaborative team player willing to further development through continued training opportunities • Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • A required Bachelor’s degree in business administration, finance, or similarly related field • Requires a Bachelor’s degree in business administration, finance, or other related field • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Valid FINRA Series 7 & 63/66 preferred but not required • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • We will sponsor candidates for FINRA Series 7/66 required registrations Compensation: $76,000 at plan earnings

• Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects