Financial Planning Consultant

We are seeking an experienced and licensed 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. Ideal candidate will want to own their opportunity and have a business owner mindset. Apply now! Responsibilities :

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs Qualifications :
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Requires a Bachelor’s degree in finance, business administration, or related field
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• 3+ years of experience in the insurance, financial advisory, or planning field
• Proven track record of generating book of business
• Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start Compensation : $90,000+ at plan commission

Compensation : $90,000 per year