Financial Consultant

Prioritized Must Have Skills for the Financial Consultant

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 or comparable professional designation 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