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, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Responsibilities: • 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 • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: • 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 • A Bachelor’s degree in business administration, finance, or a related field is required • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Compensation: $70,000 - $133,000 at plan yearly

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