Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • 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 • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Be a coachable, organized team member interested in pursuing training development and educational 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 • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Valid FINRA Series 7 & 63/66 preferred but not required • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • We will sponsor candidates for FINRA Series 7/66 required registrations Compensation: $76,000 at plan earnings

• 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 • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects