Financial Sales Consultant

Job Description

Job Description

We are currently looking for a strong Financial Advisor who has an interest in pursuing leadership opportunities. As an Experienced Financial Planner, you are able to grow and develop a small unit of advisors recruited by the firm. If you have done any joint work or mentored one or more advisors, or have experience in sales management, this is a great opportunity for you! Many of our current mentors or managers were promoted from within, although several came to us as experienced professionals from other firms.

Our culture is extremely teamwork-oriented, so you must be willing to embrace and work with new associates. Your hard work and professional dedication will be rewarded with an excellent compensation and benefits package. Join the best team.

Our customized training program is designed for the modern advisor

Compensation :

$140,000 - $205,000 yearly

Responsibilities :

• Develop comprehensive financial plans tailored to clients' needs and goals
• Conduct thorough financial analysis and provide insights on investment management and wealth management strategies
• Collaborate with sales teams to enhance financial service offerings and drive sales management initiatives
• Stay updated on estate planning, tax regulations, and securities law to ensure compliance and provide informed advice
• Build and maintain strong client relationships through effective communication and customer relationship management
• Sales experience with one-on-one clients

Qualifications :

Experience :

License / Certification :

About Company

Great Culture, Great Benefits, Excellent Training, and Support.