We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate should have a Bachelor's degree in business or finance (preferred but not required), a proven track record of creating successful and long-term advising relationships, and excellent communication skills. If this sounds like the step in your career you've been looking to take, please begin your application process today, and don't forget to fill out the DISC assessment! Responsibilities: • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Customize financial plans for each client based on potential life changes and changing financial needs • 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 • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs Qualifications: • 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 • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Computer proficiency in Microsoft Office, CRM systems, Financial Planning software, Google Suite, and other tools is strongly preferred • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients • Valid FINRA Series 7 & 66 preferred but not required. Ideal candidate will obtain necessary insurance license • Working knowledge of financial products, the financial industry personal Financial Advisor or responsibilities, or Financial Planning roles is essential • Relevant, successful, proven work related experience is required. A Bachelor's degree in Business Administration, Finance, or a similarly related field is preferred but not required. Compensation: $60,000+ at plan yearly

• 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 • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs