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 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: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • 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 • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • 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 • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • 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 Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required Compensation: $80,000 - $150,000 yearly

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