Financial Consultant

Financial Consultant

Salary: $112,500.00

We have partnered with a Financial Services firm in the Cleveland, OH area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested.

Prioritized Must Have Skills for the Financial Consultant:

• #1. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
• #2. Must have at least 5 years’ experience as a Financial Sales consultant.
• #3. Must be able to build a book of business
• #4. No more than 3 jobs in the past 10 years.

Responsibilities of the Financial Consultant:

Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.

• Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
• Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
• Work with the advisory team to implement investment plans and coordinate adjustments
• Monitor client investment portfolios and performance
• Communicate insights for clients regarding essential contributors and detractors
• Advise high net worth clients as needed and consult mid-market institutional clients
• Coordinate the creation of detailed wealth management plans for individuals
• Organize the creation consulting reports for institutions
• Help present plans to clients effectively and clearly
• Actively seek new business opportunities
• Develop essential knowledge of our financial planning software and technology
• Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
• Participate in regular internal meetings
• Work on a schedule that best suits client needs

Requirements of the Financial Consultant:

• Bachelor’s degree or higher
• 5+ years’ relevant experience
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
• Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
• A proven record of achieving new business a plus

Other Key Requirements:

• Remote role but MUST be Cleveland resident.
• No Schwab employees!
• In office opportunity.
• No sponsorships or visa holders. No Corp to Corp.

Benefits of the Financial Consultant:

• Medical Insurance
• Dental Insurance
• Profit Sharing

About Relevante, Inc. – the Recruiting Firm Representing the Client for this Job

Relevante is an Outplacement Services and Direct Hire recruiting firm. We help our clients provide a soft landing for existing employees, consistent with their statement of values. We also help leading companies find the best talent for their mission critical positions. Our Clients are some of the best companies to work for in the US. Relevante has been consistently identified as one of the most innovative Outplacement Services and Recruiting firms.