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: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • 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 • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Compensation: $70,000 - $120,000 at plan

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