Financial Consultant

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Powerwell. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$75,000.00/yr - $/yr

Annual Bonus and Commission

Direct message the job poster from Powerwell

Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant.

Candidates must be located in the Cleveland, OH region and will be allowed to work remote.

Summary:

As a Financial Consultant, you will collaborate with our current client's clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our client's current investment services include retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.

You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management.

Location:

This position is remote; however, candidates must be based in Cleveland, OH, or the surrounding area. Candidates outside of this location will not be considered.

Responsibilities:

• Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs.
• Discuss client investment goals with consideration given to 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 consulting reports for institutions.
• Help present plans to clients effectively and clearly.
• Actively seek new business opportunities.
• Develop essential knowledge of our financial planning software and technology.
• Clearly and regularly track all client and prospect interactions using our CRM (Salesforce).
• Participate in regular internal meetings.
• Work on a schedule that best suits client needs.

Qualifications:

• Bachelor’s degree or higher.
• Over five years’ relevant experience.
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
• Certified Financial Planner
  
  TM or comparable professional designation preferred, or the willingness to pursue a comparable designation.
• Experience with , Sales Navigator, and Linked In is preferred.
• Must be able to pass a FINRA Broker Check with no disclosures on their background.
• Comfortable working in a new territory with no existing client base.
• Be able to network well, find your own leads, create leads, and follow up on leads.
• A proven record of achieving new business.
• Employer HSA Contribution
• Opt Out Credit
• 401(k) Employer Match
• Free Access to a Workplace Financial Advisor
• Compensation: $75k-150k base salary depending on experience; additional incentive/commission-based compensation expected.

• Mid-Senior level

• Full-time

• Finance and Consulting

Referrals increase your chances of interviewing at Powerwell by 2x