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 financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs. Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Requires a Bachelor’s degree in business administration, finance, or other related field • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity. • Strong relationship management skills and/or experience. • Ability to successfully network to prospect new potential clients. • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required. • Ability to work at our office at least three days per week. Compensation: $123,000 at plan earnings

• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs. • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

Compensation:
$123,000 per year