Financial Consultant

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 :

• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications :
• 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
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• A Bachelor’s degree in business administration, finance, or a 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