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: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • 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 • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • 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 Qualifications: • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Compensation: $75,000 at plan yearly

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