Financial Consultant

Responsibilities Create customized financial plans suitable for each client based on potential life changes and changing financial needs Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications Background in sales, business development, leadership, or other performance-driven roles; professional experience preferred Strong communication, presentation, and relationship-building skills with the ability to influence and earn trust Self-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independently Demonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities Bachelor’s degree in business administration, finance, or related field is required 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 Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Superior customer service skills, math skills, relationship skills, and communication skills are preferred Compensation $124,000 at plan commission #J-18808-Ljbffr