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Sanford Oaks Animal Clinic is searching for a skilled veterinarian to lead our small animal hospital in North Texas. Role and experience: Dr. Karen Young and her team have been providing exceptional veterinary care to small animals in Arlington for years. As Dr. Karen plans for retirement, we're searching for an experienced veterinarian to join our team as Medical Director. In this role, you will lead the Sanford Oaks team and ensure the long-term success of our hospital. Along with influencing the future of our clinic, you will also build upon our hospital's current strengths, while elevating our services and encouraging new business ideas.Experienced Medical Directors are highly encouraged to apply, however, we're also open to emerging leaders and experienced Associates (5+ years of clinical experience). We're searching for: • EXCELLENT communication skills, • Strong leadership skills and positive outlook, • 5+ years of current, clinical experience, • Strong surgery and dentistry skills, • Veterinarian who trusts their technician and support teams, • Love for teaching and a willingness to mentor others, • Eager to build relationships with our client base, • Experience with Fear Free patient handling is a plus, but not required, • Commitment to lifelong learning and staying on top of the latest industry developments/tools Scheduling needs: This is a full-time, Monday-Saturday role with flexible scheduling. In addition to our weekday hours (8am-6pm), we have appointments on Saturdays from 8:30am-noon. Our investment in YOU: • $75,000 bonus package DOE, • Competitive base range $130,000 - $150,000 annually, DOE, • Medical Director stipend, • Generous PTO with rollover, • No on-call or emergency afterhours, • Medical, dental, and vision with HSA option, • 401(k) options, • Medical freedom!, • Personal pet discounts, • Paid parental leave / bonding time, • Annual CE allowance with paid days to attend, • Paid membership dues, licensing, and AVMA PLIT, • Thought partnership with a talented Medical Advisor Board, • Gym membership / State Fair tickets / National Park pass, • Plus much more! About us: • Excellent legacy in Arlington, with many clients lasting generations, • Utilize Fear Free patient handling techniques, • Patient care is paramount and a top priority, • Paperless PIMS (AVImark), • Wide range of services, from GP to surgery and dentistry, • Team attends regular CE seminars and the annual TVMA conference, • Long term support staff that meshes well together, • Our values: compassion, gratefulness, kindness, genuineness, and knowledge, • Charming hospital with 3 exam rooms, • Great location in central Arlington (off Fielder & Division), • Short drive to old downtown Arlington, UTA, Six Flags, the AT&T Stadium, Globe Life Field, and Texas Live If you're dedicated to a career in veterinary medicine and eager to join a collaborative, high-caliber team, we encourage you to APPLY TODAY! P.S. Get the inside scoop by watching an episode of The Bootsky and Dr. Karen Show: #CS #AVMA

Job Description SWMG Title: Financial Advisor Subtitle: Financial Advisor (Servicing Advisor) Job Details Time: Full Time Position with expected 40+ hours per week in Fort Worth office Salary and bonus - $100k to $125K plus production bonus plus revenue growth bonus Dress Code: Business Professional Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm Benefits: Medical, Dental, Vision, Disability, Life, PTO, 401k with match Are you a veteran advisor with a track record for providing advice to high net worth clients? Do you have a passion for financial planning and investing? If yes, keep reading... Established financial planning and investment firm is looking for a seasoned financial advisor to service its existing client base. This extraordinary person would be extremely personable, charming, a natural teacher and a dynamic speaker/presenter. They should exhibit the highest integrity and a reputation for putting the client first. This career path offers unlimited income and career growth potential. Strittmatter Wealth offers a Financial Advisor Career Path unmatched in the industry. Job Duties and Responsibilities • Meet with existing clients for investment update and financial planning review meetings, • Each client has a lead advisor and a servicing advisor. The client meets twice a year, once with the lead advisor and once with the servicing advisor., • Meet with new clients to assist lead advisor in providing financial planning services, • Manage the financial planning process from start to finish for each client including:, • Prepare financial plans using eMoney and other financial planning software, • Create customized financial recommendations, • Prepare investment recommendations, • Present recommendations to clients, • Conduct research as needed related to assigned client cases, • Participate in the coordination of daily trading and reviewing daily completed tasks, • Ensure compliance notation is adhered to, • Assist in marketing materials development, • Prepare and present webinars and seminars, • Prepare trackers weekly, • Write or update policies and procedures weekly, • Minimum of 10+ years of financial planning experience in a client facing role, • CERTIFIED FINANCIAL PLANNER™ (CFP™) designation is a plus, • Series 65 license needed if you do not have CFP™, • Life and Health Insurance licensed, • Bachelor's degree or higher-level degree, • Sales Training, • Knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products, • Knowledge of concepts and regulations related to financial planning, • Knowledge of financial related technology, software planning tools and presentations, • Strong organization and time management skills to prioritize workload, handle multiple tasks and meet deadlines, • Ability to present complex topics an easy to understand language, • Detail oriented to ensure quality standards are met without impairing workflow, • Skill in following up to ensure resolution and completion of tasks, • Ability to produce presentations, correspondence; maintain spreadsheets and databases, • Ability to incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options, • Read and interpret technical and legal documents; apply the information as appropriate, • Provide a high level of customer service in a calm, courteous and professional manner, • Outlook email, • Redtail CRM, • Microsoft Office 365 (Word/ Excel/ PowerPoint/ Teams), • Google Suite (Doc, Sheets, Forms), • To enrich, educate and advance our client's lives by providing quality investment and planning advice, • Provide the best in class total wealth management services and experience, • Grow revenue by 30-50% per year, • Grow sales force by 50% per year, • Expand offering to new verticals each year, • Provide advanced planning strategies to high net worth clients Company Values: To Learn more about our company values, go to Why Strittmatter Brochure: To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at: By CLICKING HERE We look forward to meeting you! Other Services Provided • Financial Education Classes taught in many colleges throughout metroplex, • RIA Acquisition, • Business planning and brokerage, • Real Estate Brokerage, Investing, Property Management, • Recruiting Job Posted by ApplicantPro

Job Description Position Title: Financial Advisor Securities Exempt Status: Exempt (17B) Reports to: President, Southside Investment Services Location: University Center Benefits: • Medical, Prescription Drugs, Dental, and Vision Insurance, • Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment, • 401(k) with a Match, • Basic, Voluntary, and Dependent Life Insurance, • Paid Time Off, • Paid Bank Holidays, • Workplace Wellness Programs, • Employee Assistance Programs Essential Functions: • Interviews and counsels customers to obtain financial background and investment goal information needed to develop a customer profile and to assist in determining appropriate investment strategies under the direction of the Financial Advisor., • Remains thoroughly informed regarding NDIP and Bank changes in services, products and policies., • Cross-sells other Bank products and services to new and existing customers to generate new business., • Supports team on operational and client related issues., • Processes new business and completes new business related functions., • Opens customer accounts, maintains customer files and records in accordance with OSJ requirements and prepares all required reports., • Maintains a current understanding of stated procedures and policies, including regulatory compliance issues., • Participates in continuing educational courses, as required, through NDIP, the Financial Advisors Manager and mutual fund, broker/dealer and insurance company wholesalers., • Maintains NDIP Investment Center and display areas and handles public relations within branch locations., • Reads and understands NDIP Compliance Manual and remains current on all communications from NDIP Compliance Department., • B.S. Degree in Finance, Accounting and/or Business-related field; and/or 5+ years related experience., • Strong interpersonal, written and verbal skills., • Exceptional organizational, analytical and critical thinking capabilities., • Strong project management skills., • Series 7 and 66 licenses required., • Previous sales and service support in a banking environment required., • Ability to build relationships with customers and Bank personnel., • Detailed oriented with excellent analytical skills., • Excellent verbal, non-verbal and interpersonal skills., • Excellent organizational & time management skills., • Excellent attitude & an extraordinary client service orientation., • Ability to handle multiple tasks & operate on tight deadlines., • Self-motivated and self-reliant with a business appearance and demeanor., • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write information and respond to questions from groups of managers, clients, customers, and the general public., • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry., • Ability to define problems: collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables., • Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc., • Must be able to remain in a stationary position 90% of the time., • The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc., • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone., • Constantly positions self to operate on a computer., • Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job DescriptionAbout the job We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records. The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems. Qualifications / Job Requirements • Proven administrative or operations experience, preferably in account management, financial services, or client support, • Excellent written and verbal English communication skills, • Strong attention to detail and ability to manage multiple tasks accurately, • Has experience with CRM systems, document management, and online communication tools, • Professional, reliable, and able to maintain confidentiality with sensitive information, • Strong problem-solving skills and ability to work independently, • Must be available to work Monday to Friday, 8 AM - 5 PM CST onsite, • Support the full lifecycle of client account management, including new account setup, account maintenance, and transfer processing, • Coordinate and facilitate 401(k) rollovers and account transfers with accuracy and professionalism, • Complete and process all required forms and documentation promptly and correctly, • Maintain thorough and organized tracking of account activities and updates, • Communicate clearly and professionally with clients and internal teams to ensure all requests are handled efficiently, • Execute trading or transaction instructions as directed, ensuring compliance with firm policies, • Record all interactions, updates, and notes accurately in the firm's CRM system Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high value clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. Job Posted by ApplicantPro

Job Description Looking for high-energy Sales Consultant who is ready to join a company that they can be proud to represent. With the Health Insurance Syndicate, you’re not just working a job — you’re building something that’s yours. You’ll get real mentorship and a team of high performers who treat sales like a craft. Whether you’re experienced or just getting started, this is where you learn how to win. We celebrate your wins and support your hard work. Top tier leads with financial support getting licensed and certified. Just like how you will invest in us we will invest in you. This Role Is For You If You Want: • A high-octane, positive work environment, • Training from top-tier mentors, • A company culture that values innovation and individuality, • Connecting people with industry-leading healthcare products for individuals, families, and small businesses, • Building lasting client relationships based on trust and results, • Staying sharp with ongoing industry training and skill-building, • Learning how to sell, close, and present like a pro What We’re Looking For: • Strong communication skills, • A positive, coachable attitude, • Sales experience is great — but not required, • Basic tech/phone skills Ideal Backgrounds: Sales Executive- Sales Associate-Sales Consultant-Customer Service Representative-Collections Agent-Brand Ambassador-Inside/Outside Sales-Sales Advisor-Telecommunications-Business Development Representative Best investment you can make in your future. A company who believes in their agents and acknowledges hard work and values the dedication that each individual brings to our company. Company DescriptionThe Health Insurance Syndicate is a fast-growing, performance-driven organization redefining what it means to succeed in sales. We specialize in helping individuals, families, and small businesses access top-tier healthcare solutions—but our real mission is empowering people to take ownership of their careers and break through financial and personal limits. We’re not your typical insurance agency. We're a team of high-energy professionals who value authenticity, hustle, and heart. Our culture is built on mentorship, support, and success, with a focus on helping every team member build something that’s truly theirs. From day one, we invest in you with the tools, training, and leadership needed to grow fast and go far. At The Health Insurance Syndicate, your drive sets the ceiling—and here, there’s no ceiling.The Health Insurance Syndicate is a fast-growing, performance-driven organization redefining what it means to succeed in sales. We specialize in helping individuals, families, and small businesses access top-tier healthcare solutions—but our real mission is empowering people to take ownership of their careers and break through financial and personal limits.\r\n\r\nWe’re not your typical insurance agency. We're a team of high-energy professionals who value authenticity, hustle, and heart. Our culture is built on mentorship, support, and success, with a focus on helping every team member build something that’s truly theirs. From day one, we invest in you with the tools, training, and leadership needed to grow fast and go far.\r\n\r\nAt The Health Insurance Syndicate, your drive sets the ceiling—and here, there’s no ceiling.

Job Description Many places say it, but we mean it - collaboration is our secret sauce. We don’t add to our team flippantly, and with over 2,100 transactions totaling more than $3.5B+ in total volume and $200M+ in active listings, our results speak for themselves. Simply put, we are hunting for hardworking and ambitious dealmakers ready to step up and make things happen. Who we are. Trinity exists to serve developers, funds, and high-net worth individuals seeking a savvy, strategic real estate investment advisor. We specialize in the investment sales of retail and industrial properties nationwide and believe success is not only measured by transactions. We build trust through accountability, value clients as people, and put their interests above our own. Our goal? Being a brokerage people enjoy working with and working within. Who we hope you are. The ideal agent for this role has earned meaningful experience and is on the verge of breaking through into the next phase of their career or is already there and looking for their long-term brokerage to anchor with. We’re looking for evidence that they’re a master of both prospecting and cultivating ongoing relationships. We’re in the relationships business, so a partnership mentality is a must. A willingness to learn and the desire to get better every day will get you far at Trinity. Even if you’re a jack of all trades, we hope you’re a master of this one. This role is particularly focused on having a specialization in either STNL retail, strip/shopping centers, or industrial properties. Our ideal fit would be able to speak to the nuances of these property types and demonstrate success with these verticals in their career. Our Culture. We support our agents with unfettered access to training, industry-leading tools and technology, first-class marketing support and turnaround times, a transaction management team who has your back, and an internal structure of experts & mentors there to support you and answer those nuanced questions. We offer a workplace culture that’s simultaneously competitive and supportive. We can’t loosen our ties because we don’t wear them. We’re too busy uncovering opportunities and coming through for our clients. Requirements What you’ll do. • Develop new business by building and cultivating industry relationships with real estate investors., • Prospecting and marketing activity includes cold calling, attending relevant industry conferences, and other ways of generating client relationships to ensure consistent performance., • Work with investors to understand their financial objectives for their real estate assets., • Reviewing leases, surveys, environmental studies, and other legal documents on properties to be listed or purchased as part of the due diligence process., • Partner with the marketing team to create proposals and marketing materials., • Maintain detailed records of activity and call notes in the CRM system., • Collaborate with the transaction manager through the escrow process., • Entrepreneurial-minded, as you are the person most responsible for your success., • Self-starter with exceptional time management skills., • Excellent written and verbal communication skills., • Competitive nature with the drive to always want to improve., • Confident in your ability to push through and learn from challenging circumstances., • Drive and work ethic to prospect many potential clients daily., • Ability to be a creative problem solver / solution-driven agent., • Must possess the “client first” mentality., • 4+ years experience in retail or industrial investment sales, or significant expertise and production if a shorter time period, • Experience utilizing Salesforce or comparable CRM platforms., • Path to Partner, • Co-Investment Opportunities, • Mentorship Involvement

Job Description Looking for high-energy Sales Consultant who is ready to join a company that they can be proud to represent. With the Health Insurance Syndicate, you’re not just working a job — you’re building something that’s yours. You’ll get real mentorship and a team of high performers who treat sales like a craft. Whether you’re experienced or just getting started, this is where you learn how to win. We celebrate your wins and support your hard work. Top tier leads with financial support getting licensed and certified. Just like how you will invest in us we will invest in you. This Role Is For You If You Want: • A high-octane, positive work environment, • Training from top-tier mentors, • A company culture that values innovation and individuality, • Connecting people with industry-leading healthcare products for individuals, families, and small businesses, • Building lasting client relationships based on trust and results, • Staying sharp with ongoing industry training and skill-building, • Learning how to sell, close, and present like a pro What We’re Looking For: • Strong communication skills, • A positive, coachable attitude, • Sales experience is great — but not required, • Basic tech/phone skills Ideal Backgrounds: Sales Executive- Sales Associate-Sales Consultant-Customer Service Representative-Collections Agent-Brand Ambassador-Inside/Outside Sales-Sales Advisor-Telecommunications-Business Development Representative Best investment you can make in your future. A company who believes in their agents and acknowledges hard work and values the dedication that each individual brings to our company. Company DescriptionThe Health Insurance Syndicate is a fast-growing, performance-driven organization redefining what it means to succeed in sales. We specialize in helping individuals, families, and small businesses access top-tier healthcare solutions—but our real mission is empowering people to take ownership of their careers and break through financial and personal limits. We’re not your typical insurance agency. We're a team of high-energy professionals who value authenticity, hustle, and heart. Our culture is built on mentorship, support, and success, with a focus on helping every team member build something that’s truly theirs. From day one, we invest in you with the tools, training, and leadership needed to grow fast and go far. At The Health Insurance Syndicate, your drive sets the ceiling—and here, there’s no ceiling.The Health Insurance Syndicate is a fast-growing, performance-driven organization redefining what it means to succeed in sales. We specialize in helping individuals, families, and small businesses access top-tier healthcare solutions—but our real mission is empowering people to take ownership of their careers and break through financial and personal limits.\r\n\r\nWe’re not your typical insurance agency. We're a team of high-energy professionals who value authenticity, hustle, and heart. Our culture is built on mentorship, support, and success, with a focus on helping every team member build something that’s truly theirs. From day one, we invest in you with the tools, training, and leadership needed to grow fast and go far.\r\n\r\nAt The Health Insurance Syndicate, your drive sets the ceiling—and here, there’s no ceiling.

Job Description Strittmatter Wealth Management Group is actively seeking an extraordinary and seasoned Wealth Management Chief Operations Office for our home office - a true visionary with a proven track record of driving significant growth and leading high-performance teams. You will be playing a key role in scaling out a multi-office, boutique RIA. Job Requirements: • Must have at least 10 years proven management experience in the financial industry Completed a Bachelor's degree or higher qualification, • Has the following certifications: Certified Financial Planner (CFP) or Series 65 as well as Life and Health Insurance license/s, • Extensive knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products, • Demonstrates exceptional client relationship management skills, • Lead, mentor, and empower a team of financial advisors and support staff to achieve excellence, • Drive performance through weekly meetings, goal setting, and data-driven strategies, • Develop and implement branch OKRs to align with company objectives and growth targets, • Recruit, train, and develop top-performing sales talent, • Oversee client acquisition, onboarding, and the full financial planning process, • Utilize technology and AI to enhance operational efficiency and client experience, • Ensure compliance with all regulatory and company standards, • Collaborate on marketing initiatives targeting high-net-worth clients Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high value clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. • Long term career-focused company with unlimited growth opportunities, • Competitive compensation with performance-based bonuses., • Comprehensive benefits package, including medical, dental, vision, disability, and life insurance., • 401(k) with company match to support your financial future. To learn more about us and why you should join our team, download our brochure: strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf Job Posted by ApplicantPro

Job Description Company: Strittmatter Wealth Management Group (SWMG), Fort Worth TX Job Title: Financial Planning Paraplanner Apprenticeship Hours: Full-Time Position Pay: $60K-$65K plus bonus Are you a graduate with a degree in Financial Planning? Strittmatter Wealth Management Group (SWMG), an independent RIA, is seeking an enthusiastic and detail-oriented Paraplanner for a career in our Advisor Apprenticeship Program . The Advisor Apprenticeship program offers a pathway to success for individuals looking to become financial advisors. In this multi-year program, you will be trained through each step of becoming a successful advisor starting with the Paraplanner position. If you are looking for unlimited pay potential and career growth potential, then look no further. Job Duties & Responsibilities • Prepare financial plans and recommendations for financial planning clients, • Participate in the investment research process and be part of the Investment Committee Team, • Prepare for client meetings and reviews, including the preparation of reports, proposals and financial illustrations., • Take thorough notes during new client meetings, • Use financial planning software to enter client data, create scenarios and reports, • Complete client assumptions, asset recommendations and plan recommendation documents, • Maintain effective working relationships with clients by assisting with their requests and account actions to completion, • Maintain client records, CRM database, and compliance files, • Request quotes for insurance, • Interface with team members, custodians, and insurance companies, • Track weekly results and turn into manager, • Create and update processes and procedures weekly, • Bachelor's degree in Financial Planning, • Proficient in Microsoft Office (Word, Excel, Outlook, Teams) and with Adobe Acrobat, • Strong attention to detail with the ability to work independently while embracing team collaboration, • Highly organized, • Displays exemplary professional communication skills, verbal and written, • Must be professional, courteous, and dependable, • Excellent client service skills, • Ability to manage multiple projects at once with consistent follow-through Commitment to provide high-quality work both to internal and external partners, • Ability to meet deadlines, • Minimum 3 professional references required, • Process driven and results oriented, • Full Time Position with expected 40+ hours per week in Fort Worth office., • Salary and bonus - $60k plus bonus, • Dress Code: Business Professional, • Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm, • Redtail, • Pershing, • VeoOne, • Adhesion, • eMoney, • Riskalyze, • Microsoft 365 (Excel, Word, PowerPoint, teams), • Google Suite (Docs, Sheets, Forms), • RoboForm, • Guru Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth.com. We look forward to meeting you! Other Services Provided • Lead Advisor Career Path, • Financial Classes taught in many colleges throughout metroplex, • RIA Acquisition, • Business planning and brokerage, • Real Estate Brokerage, Investing, Property Management, • Recruiting Job Posted by ApplicantPro

Job Description Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities • Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning, • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation, • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews, • Manage data and plans in financial planning software, • Learn the technical aspects of the advisor position and prepare to service clients independently, • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply, • Deepen client relationships and establish credibility and rapport both in person and via phone, • Clearly articulate complex concepts to customers, • Proactively communicating with clients and following up on all contacts assigned, • Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives, • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business, • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork, • Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc., • Other duties as assigned Knowledge, Skills, and/or Abilities • Strong understanding of financial services industry and diverse investment products, • Basic computer skills are essential (Outlook, Word, Excel and Power Point), • Excellent communication skills, both verbally and in writing, • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once, • Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience • Bachelor’s degree (finance, accounting or related field preferred), • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required, • Series 65/66 preferred (or ability to obtain), • CFP or CIMA preferred Knowledge, Skills, and/or Abilities