What are the responsibilities and job description for the Financial Services Consultant position at Arrow Investments?
Arrow Investments, in partnership with Invictus Financial Solutions, is a growing financial services organization working with established providers across the industry. Our focus is helping individuals, families, and business owners implement long-term financial strategies through a consultative approach.
Position OverviewWe are seeking professionals who already work with clients and are interested in expanding the value they provide through financial services. This role is well-suited for individuals in client-facing industries (such as real estate, insurance, tax, or business services) who want to incorporate financial guidance into their existing relationships.
Key Responsibilities- Meet with clients to understand financial goals and provide appropriate guidance
- Support clients with strategies related to wealth protection, retirement planning, and long-term financial organization
- Maintain and build client relationships through a consultative, service-focused approach
- Collaborate with internal mentors and team members to ensure quality client outcomes
- Participate in ongoing training and professional development
- Experience working with clients or managing relationships in a professional setting
- Strong communication and interpersonal skills
- Self-motivated with the ability to manage time and priorities independently
- Interest in developing knowledge in financial planning concepts
- Willingness to complete required licensing (Life & Health) if not already obtained
- Flexible work structure
- Access to training, mentorship, and professional development
- A collaborative, team-oriented environment
- The ability to integrate financial services into an existing professional network
- Must be 18 years or older
- Must be authorized to work in the United States
- Must be able to pass a background check
- Willingness to obtain required state licensing
This role is designed for professionals who value long-term relationship building and are interested in expanding the scope of services they offer to clients. It is not a transactional sales role, but rather a consultative position focused on education and guidance.