• 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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

• A required Bachelor’s degree in business administration, finance, or similarly related field
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Valid FINRA Series 7 & 63/66 preferred but not required

As a Managing Partner, it’s my job to make sure you’re able to succeed in shaping and growing your business. My staff and I work each day to ensure our agents get the benefit of the leading tools and resources in the industry. At our office, we are a true team—working together to support you in reaching your full potential. Let’s talk about your career goals and ambitions, and how we can help you reach them. I look forward to connecting with you soon.