Financial Consultant
$100kEastern Advisory Group
Job Description
Job Description
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. Apply now!
Compensation:$100,000 OTE
Responsibilities:- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Design 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
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software 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
- With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.
- Fortune 500 Company - Backed by the strength and support of a nationally recognized company.
- Forbes America's Best Insurance Companies Permanent Life 2025.
- Mission Driven - "Do good. Be good. Make good."
Vacancy posted 20 days ago
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