Financial Consultant

Role Description

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.

Qualifications

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

Responsibilities

• Collaborate with current clients while developing new relationships across various client types (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.
• Establish a level of trust and confidence with clients to serve as the main advisor for their wealth management needs.
• Discuss client investment goals considering 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 of consulting reports for institutions.
• Help present plans to clients effectively and clearly.
• Actively seek new business opportunities.
• Develop essential knowledge of financial planning software and technology.
• Track all client and prospect interactions using CRM (Salesforce).
• Participate in regular internal meetings.
• Work on a schedule that best suits client needs.

Requirements

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

Benefits

• Medical Insurance.
• Dental Insurance.
• Profit Sharing.