We are seeking an experienced financial advisor to assist 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: • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given What we’re looking for... • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses • This is not just a sales job—it’s a career with purpose and opportunity • You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients Qualifications: • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Competitive • Enterprising • Coachable • Communicative • Self-disciplined • Authentic • Winning Attitude Compensation: $140,500 at plan earnings

• What we’re looking for... • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses • This is not just a sales job—it’s a career with purpose and opportunity • You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients