Our 90-year-old firm is rapidly expanding and is looking for a driven financial advisor to join our entry-level team. The ideal candidate will be eager to learn the fundamentals of wealth management and financial services to help clients reach their financial goals. Success in this role relies on excellent communication skills, a strong work ethic, and the ability to make thoughtful decisions. If you're ready to begin a rewarding career with a trusted, long-established firm, we invite you to apply today! Responsibilities: • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions. Qualifications: • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport. • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship. • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions. • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives. • Education : a bachelor's degree in finance, business, economics, or a related field is preferred. • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus. Compensation: $90,000-$100,000

• Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer. • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations. • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions.