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: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Qualifications: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Valid FINRA Series 7 & 63/66 preferred but not required • Candidate is required to hold either a US passport, a green card or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT) Compensation: $107,500+ at plan commission

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