We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, 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 Qualifications: • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Compensation: $70,000 - $133,000 at plan yearly

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