Financial Consultant

Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities

What You'll Do

• Build relationships with clients in your community and beyond
• Learn to assess financial needs and create customized plans
• Receive ongoing support and mentorship from experienced advisors
• Use modern tools and technology to manage client accounts
• Grow your client base through networking and referrals
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management

Qualifications

What We're Looking For