Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise 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: • 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 • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • 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: • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Requires a Bachelor’s degree in finance, business administration, or related field • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software 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. The ideal candidate will obtain the 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