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: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is 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 • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • 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 • Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese and Korean Compensation: $120,000 yearly

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