Financial Consultant

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.

If you have great communication skills and an eye for detail, apply today! Compensation :

$45,000 - $55,000

Responsibilities :

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• 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
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications :

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Valid FINRA Series 7 & 63 / 66 preferred but not required
• Up-to-date FINRA Series 65 and Insurance License are a bonus

About Company

The law office of DuPont and Blumenstiel is a rapidly growing law firm centered in Dublin, Ohio and serving clients throughout the United States.

From our core vision of being advocates for persons who have had their health adversely impacted by the negligent acts of others and helping persons grow and protect their assets we have been rapidly growing and expanding during the last several years and are expanding to a national presence.

We are a core value driven business that believes that the clients, team members, and the business all benefit when the team members are placed in a position where their unique abilities are maximized and they are encouraged to be the best that they can be.