Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial 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 • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • A required Bachelor’s degree in business administration, finance, or similarly related field Compensation: $75,000 at plan yearly

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