Overview:

We are seeking a highly motivated and experienced Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing comprehensive financial advice and guidance to clients. This is an exciting opportunity to work with a diverse range of clients and help them achieve their financial goals.

Responsibilities:

- Build and maintain strong relationships with clients, understanding their financial needs and objectives

- Conduct thorough financial assessments and analysis of client portfolios

- Develop personalized financial plans based on clients' goals, risk tolerance, and time horizon

- Provide recommendations on investment strategies, asset allocation, and wealth management

- Assist clients in managing their cash flow, budgeting, and debt management

- Stay up-to-date with industry trends, financial concepts, and regulatory changes

- Collaborate with other professionals such as attorneys and accountants to provide holistic financial solutions

- Actively participate in business development activities to expand the client base

Skills:

- Strong customer relationship management skills

- In-depth knowledge of banking products and services

- Familiarity with Wills, Trusts, and Estate Law

- Proven track record in financial sales and achieving targets

- Proficiency in financial planning software and tools

- Solid understanding of cash management principles

- Excellent mathematical skills for analyzing complex financial data

- Comprehensive knowledge of various financial concepts such as risk management, retirement planning, tax planning, etc.

- Ability to communicate complex financial information in a clear and concise manner

-Sales experience required

We offer competitive compensation packages along with opportunities for professional growth and development. If you are passionate about helping individuals achieve their financial goals and possess the required skills, we would love to hear from you.

Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities or requirements.

Job Type: Full-time

Pay: $15.00 - $25.00 per hour

Compensation package:

• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday
• Weekends as needed

Work setting:

• Hybrid work
• In the field
• Office

Education:

• Bachelor's (Preferred)

Experience:

• Financial concepts: 2 years (Required)

Ability to Commute:

• Atlanta, GA 30338 (Preferred)

Willingness to travel:

• 25% (Required)

Work Location: Hybrid remote in Atlanta, GA 30338