Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Synthesize and present financial recommendations 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 Qualifications: • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Requires a Bachelor’s degree in finance, business administration, or related field • Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese and Korean Compensation: $120,000 yearly

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