Financial Consultant

Responsibilities

• Create 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
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

• Background in sales, business development, leadership, or other performance-driven roles; professional experience preferred
• Strong communication, presentation, and relationship-building skills with the ability to influence and earn trust
• Self-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independently
• Demonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities
• Bachelor’s degree in business administration, finance, or related field is required
• 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
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred

$124,000 at plan commission