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: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Bachelor’s degree in business administration, finance, or related field is required • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese and Korean Compensation: $120,000 yearly

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