Bachelors’ degree from an accredited university. CFP® certificant preferred or demonstrated progress towards the designation. 3+ years of industry experience. Strong service and lead advisor experience and able to make an immediate impact. Passion for the industry and helping people understand their financial concerns and solutions. A master collaborator and team player who truly enjoys working with others. Motivation and drive to volunteer for new challenges and pursue professional growth. Accessible with the desire to mentor other advisors.