Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • 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 • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Qualifications: • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Experienced Licensed Financial Advisors and or Managers Compensation: $80,000 - $100,000+ at plan yearly

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