Financial Consultant

Job Description

Job Description

Join us where your expertise as a Financial Consultant will make a lasting impact. You'll work closely with clients to design and implement strategies that meet their financial goals, backed by our commitment to doing good and providing stability. With over 175 years of experience, we offer a solid foundation for your career, complete with comprehensive support, extensive training, and the resources you need to thrive. You'll be part of a team that values innovation and personal growth, empowering you to build meaningful relationships and offer tailored financial solutions. If you're eager to develop your career in financial services and make a difference in clients' lives, we invite you to apply and embark on this rewarding journey with us.

$75,000+ at plan with benefits

• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Customize financial plans for each client based on potential life changes and changing financial needs
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products

• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations 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

• Strong interest in financial planning and investment management
• Excellent interpersonal and communication skills
• Sales experience or customer service background
• Willing to study and obtain a Life Insurance license
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired
• A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.