Financial Consultant

Job DescriptionJob Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$75,000+ at plan

Responsibilities:

Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Identify, seek, and establish prospects continuously and create 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 Customize financial plans for each client based on potential life changes and changing financial needs Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:

CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Requires a Bachelor's degree in finance, business administration, or related field Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired FINRA Series 7 and 66 About Company Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions. We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.