Financial Planning Consultant

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation: $95,000 - $250,000 commission based

Qualifications

• 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
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• A Bachelor’s degree in business administration, finance, or a related field is required
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  
  

Responsibilities

• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations