Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • 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 collaborative team player willing to further development through continued training opportunities Qualifications: • Strong interpersonal and communication skills are a must. • Active Life & Health insurance license is a strong bonus. • Familiarity with the Microsoft Office suite. • Willing to get licensed within 2 weeks.

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