Financial Consultant

Description

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!

Responsibilities

• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a collaborative team player willing to further development through continued training opportunities
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• 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

Qualifications