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, 4-6 years experience, valid FINRA licensing or willing to obtain FINRA Series 7 and 66, a proven track record of creating successful, long-term advising relationships, and excellent communication skills. Responsibilities: • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • 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: • Bachelor’s degree in business administration, finance, or related field is required • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • 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