Financial Consultant

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Responsibilities Customize financial plans for each client based on potential life changes and changing financial needs Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications FINRA Series 7 and 66 Requires a Bachelor’s degree in finance, business administration, or related field Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Valid professional license CPA, or CFP and FINRA Series 7 and 66 are required Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Compensation $75,000+ at plan #J-18808-Ljbffr WizeHire, Inc