Wealth Management Professional

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

• Customize financial plans for each client based on potential life changes and changing financial needs
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations

• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• 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
• Bachelor's Degree a must, sales experience and/or financial internships a plus
• A business mindset: motivated by the chance to help prospective clients while focusing on personal growth
• You are personable and caring, with a natural ability to connect and communicate with others
• Enthusiastic, high energy, and positive attitude
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
• Must have excellent communication and interpersonal skills
• Quick learner who is comfortable in a fast-paced, dynamic environment

$80,000+ performance-based per year