Financial Consultant

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • 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 • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • A required Bachelor’s degree in business administration, finance, or similarly related field • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Compensation: $85,000+ at plan yearly

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Compensation:$85,000 per year