What are the responsibilities and job description for the Financial Solutions Consultant position at Magellan Financial?
Join OpenAir Advisers as a Financial Solutions Consultant and help make a difference in retirement!
About OpenAir Advisers
OpenAir Advisers is a financial planning firm dedicated to helping clients achieve their financial goals through comprehensive strategies and personalized service. We are seeking a Financial Solutions Consultant to join our team in Dallas, TX. This position offers an opportunity to gain hands-on experience in financial case design, data analysis, and client engagement while working closely with experienced financial advisors.
Compensation: $40,000 - $45,000 Bonus Opportunities
Position Overview
The Financial Solutions Consultant plays a key role in supporting financial advisors by preparing case designs, analyzing financial data, and developing strategic financial plans tailored to client needs. This role is ideal for individuals with a strong financial background and a desire to grow within the industry. For those who excel in this position, there is an opportunity to transition into a Financial Advisor role.
Key Responsibilities
- Input and analyze financial data to assist in creating financial plans
- Develop comprehensive financial strategies based on client needs
- Follow up with current and past leads to track progress and maintain engagement
- Support financial advisors by preparing case designs and reports
- Maintain accurate and organized client records
- Collaborate with the team to improve processes and enhance the client experience
Qualifications & Requirements
- Strong interest in financial planning and investment strategies
- Educational background or experience in finance, economics, or a related field
- Proficiency in Microsoft Office and financial software
- Excellent communication and interpersonal skills
- Strong organizational skills and attention to detail
- Ability to work independently while contributing to a collaborative team environment
Career Growth Opportunity
This role serves as a foundation for those interested in advancing within the financial planning industry. Individuals who demonstrate strong performance and interest will have the opportunity to transition into a Financial Advisor position.
If you are looking for a professional environment where you can develop your skills and grow your career in financial planning, we encourage you to apply.
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- Health insurance
- Paid time off
Ability to Commute:
- Dallas, TX 75248 (Required)
Work Location: In person
Salary : $40,000 - $45,000
