We are seeking an experienced Financial Professional 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: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Requires a Bachelor’s degree in finance, business administration, or related field • Current Professional License, Florida 215 Life, Health and Annuity License. Series 6 or 7 preferable License Compensation: $100,000 - $150,000

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