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 financial services ropes needed for effective wealth management to help 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!

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management.
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals.
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.

• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
• Requires a Bachelor’s degree in business administration, finance, or other related field.
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients.
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.
• Basic understanding of the role of a financial advisor or financial consultant, and an interest in the financial industry and financial products is necessary.
• Willing to study and obtain a Life Insurance license.

$50,000 - $70,000 per year