Financial Consultant

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.

Responsibilities

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

Qualifications

• FINRA Series 7 and 66
• Requires a Bachelor’s degree in finance, business administration, or related field
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Valid professional license CPA, or CFP and FINRA Series 7 and 66 are required
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed

Compensation

$75,000+ at plan