Financial Consultant

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Customize financial plans for each client based on potential life changes and changing financial needs • Build and grow a personal client base through networking, referrals, and community engagement. • Develop comprehensive financial plans tailored to each client's goals, including investments, insurance, retirement, and wealth strategies. • Provide ongoing guidance and service to clients, ensuring long-term relationships and trust. • Leverage a broad range of financial solutions within an open architecture platform to deliver customized recommendations. • Drive business development through proactive outreach, centers of influence, and strategic partnerships. • Maintain a high level of professionalism, ethics, and compliance in all client interactions. • Collaborate with internal specialists, leadership, and support teams to enhance client outcomes. Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Bachelor’s degree in business administration, finance, or related field is required • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • 2+ years of experience as a banking advisor, financial advisor, wealth manager, or related role. • Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain). • Strong relationship-building, communication, and business skills. • Commitment to ethical, client-centered advice. • Professionals seeking a career transition into financial services are encouraged to apply; transferable skills such as relationship building and business development are highly valued. Compensation: $75,000 - $125,000 commission structure

• Build and grow a personal client base through networking, referrals, and community engagement. • Develop comprehensive financial plans tailored to each client's goals, including investments, insurance, retirement, and wealth strategies. • Provide ongoing guidance and service to clients, ensuring long-term relationships and trust. • Leverage a broad range of financial solutions within an open architecture platform to deliver customized recommendations. • Drive business development through proactive outreach, centers of influence, and strategic partnerships. • Maintain a high level of professionalism, ethics, and compliance in all client interactions. • Collaborate with internal specialists, leadership, and support teams to enhance client outcomes.

Compensation:
$75,000-$125,000 per year