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: • 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 • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Be a coachable, organized team member interested in pursuing training development and educational opportunities Qualifications: • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Compensation: $75,000 at plan yearly

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