Financial Consultant

Dallas, IA - USA

Monthly Salary: Not Disclosed

Posted on: 1 hour ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Financial Consultant

Location: Remote

Prioritized Must Have Skills for the Financial Consultant:

#1. Must have Series 6 63 & 65 or Series 7 & 66 required or willing to pursue upon hire.

#2. Must have at least 5 years experience as a Financial Sales consultant.

#3. Must be able to build a book of business

#4. No more than 3 jobs in the past 10 years.

Responsibilities of the Financial Consultant:

Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals endowments & foundations businesses and qualified plans). Current investment services include: retirement planning/cash-flow modeling estate plan reviews and recommendations tax planning and insurance advice.

Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
Discuss client investment goals with consideration given to risk tolerance asset allocation preferences cash flow requirements tax sensitivity and potential life events
Work with the advisory team to implement investment plans and coordinate adjustments
Monitor client investment portfolios and performance
Communicate insights for clients regarding essential contributors and detractors
Advise high net worth clients as needed and consult mid-market institutional clients
Coordinate the creation of detailed wealth management plans for individuals
Organize the creation consulting reports for institutions
Help present plans to clients effectively and clearly
Actively seek new business opportunities
Develop essential knowledge of our financial planning software and technology
Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
Participate in regular internal meetings
Work on a schedule that best suits client needs

Requirements of the Financial Consultant:

Bachelors degree or higher
5 years relevant experience
Series 6 63 & 65 or Series 7 & 66 required or willing to pursue upon hire
Certified Financial PlannerTM or comparable professional designation preferred or the willingness to pursue a comparable designation
Experience with Sales Navigator and LinkedIn is preferred
A proven record of achieving new business a plus

Other Key Requirements:

Remote role but MUST be Cleveland resident.
No Schwab employees!
In office opportunity.
No sponsorships or visa holders. No Corp to Corp.

Job Title: Financial Consultant Location: Remote Prioritized Must Have Skills for the Financial Consultant: #1. Must have Series 6 63 & 65 or Series 7 & 66 required or willing to pursue upon hire. #2. Must have at least 5 years experience as a Financial Sales consultant. #3. Must be able to buil...