Financial Consultant

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in the financial services industry. If you have great communication skills and your looking for an opportunity to be W-2 we should talk!

Responsibilities:

Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management

Qualifications:

A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

Pay: $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Choose your own hours
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Work Location: In person