Holistic Financial Planning Consultant Training Provided

Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities :

• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Customize financial plans for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications :
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• 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
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Bachelor’s degree in business administration, finance, or related field is required
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Bachelor's Degree a must, sales experience and / or financial internships a plus.
• A business mindset : You are motivated by the opportunity to help prospective clients while focusing on personal growth.
• You are personable and caring, with a natural ability to connect and communicate with others.
• Enthusiastic, high energy, and positive attitude.
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
• Honesty, integrity, & ethics : you can be trusted to do the right thing for clients and for the team.
• Must have excellent communication and interpersonal skills.
• Quick learner who is comfortable in a fast-paced, dynamic environment. Compensation : $80,000+ OTE

Compensation : $80,000 per year