Financial Consultant (Remote, New York, Series 7/66)
- Permanent, Full-time
- Remote
- Quick Apply
Relevante is hiring a full-time Financial Consultant for a wealth management firm, remote for New York residents near Syracuse, Albany, or Utica, paying a $112,500 salary with profit sharing.
At a glance
- Salary: $112,500
- Location: Remote; must live in New York (Syracuse, Albany, or Utica area)
- Experience: 5+ years as a financial sales consultant
- Licenses: Series 6, 63, and 65 or Series 7 and 66 (or willing to obtain on hire)
- Also searched as: Financial Advisor, Wealth Advisor, Wealth Management Consultant, Investment Advisor
What you will do
- Serve as main advisor to high net worth clients, endowments, foundations, businesses, and retirement plans
- Build plans covering retirement, cash flow, estate, tax, and insurance
- Implement and monitor investment plans with the advisory team
- Present plans and consulting reports clearly to clients
- Grow a book of business and track activity in Salesforce
What you need
- Bachelor's degree or higher
- 5+ years of financial sales consulting experience
- Series 6, 63, and 65 or Series 7 and 66, or willingness to obtain them on hire
- Ability to build a book of business
Nice to have
- CFP or comparable designation
- Salesforce, Sales Navigator, and LinkedIn
Benefits
- Medical insurance
- Dental insurance
- Profit sharing
- Remote work
Frequently asked questions
What does this Financial Consultant job pay?
A $112,500 salary plus profit sharing.
Is this job remote?
Yes, for New York residents in the Syracuse, Albany, or Utica area.
What licenses are required?
Series 6, 63, and 65 or Series 7 and 66, or willingness to obtain them upon hire.
Is visa sponsorship available?
Must be authorized to work in the U.S. without current or future visa sponsorship. No Corp-to-Corp.
About Relevante and how to apply
A Relevante recruiter personally reviews applications and reaches out directly when your background is a fit. Relevante is a direct hire recruiting and outplacement firm headquartered in King of Prussia, PA, partnering with employers across the U.S.