Financial Consultant

Financial Consultant

Company: Vee Rteq Solutions LLC

Location: Remote (Must be Cleveland resident)

Seniority level: Mid‑senior level

Employment type: Full‑time

Job function: Finance and Sales

Industries: IT Services and IT Consulting

• Series 6, 63, 65 or Series 7 & 66 required, or willing to pursue upon hire.
• At least 5 years’ experience as a Financial Sales consultant.
• Ability to build a book of business.
• No more than 3 jobs in the past 10 years.

• Collaborate with current clients while developing new relationships across various client types (high net worth individuals, endowments & foundations, businesses, and qualified plans).
• Perform retirement planning/cash‑flow modeling, estate plan reviews, tax planning, and insurance advice.
• Establish trust and confidence with clients to serve as 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 and consult mid‑market institutional clients.
• Coordinate the creation of detailed wealth management plans for individuals.
• Organize 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.
• Track all client and prospect interactions using our CRM (Salesforce) regularly.
• Participate in regular internal meetings.
• Work on a schedule that best suits client needs.

• Bachelor’s degree or higher.
• 5+ years’ relevant experience.
• Series 6, 63, 65 or Series 7 & 66 required, or willing to pursue upon hire.
• Certified Financial Planner® or comparable professional designation preferred, or willingness to pursue a comparable designation.
• Experience with , Sales Navigator, and Linked In preferred.
• Proven record of achieving new business.

• Remote role but must be Cleveland resident.
• No Schwab employees.
• In‑office opportunity.
• No sponsor ships or visa holders. No Corp to Corp.

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