Financial Consultant

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long‑term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Compensation: $150,000 at plan earnings.

• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations.
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor.
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives.

• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital.
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential.
• Bachelor’s degree in business administration, finance, or related field is required.
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required.
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.

$150,000 per year