Financial Consultant

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • 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 • Serve as a collaborative team player willing to further development through continued training opportunities • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Qualifications: • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • A required Bachelor’s degree in business administration, finance, or similarly related field Compensation: $80,000 - $135,000 commission based

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Compensation:
$80,000-$135,000 per year