Financial Consultant

Financial Consultant

Salary: $

• 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.

Collaborate with our current clients while simultaneously developing new relationships across various client types (such as 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.

• 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.

• 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 Planner preferred, or the willingness to pursue a comparable designation.
• Experience with , Sales Navigator, and Linked In is preferred.
• A proven record of achieving new business a plus.

• Remote role but MUST be Cleveland resident.
• No Schwab employees!
• In office opportunity.
• No sponsor ships or visa holders. No Corp to Corp.

• Medical Insurance
• Dental Insurance
• Profit Sharing