
A Career in Financial Planning
17 hours ago
Unlock Your Financial Potential
We are seeking a skilled Financial Consultant to join our team.
Your primary focus will be on comprehensive financial planning, including investments, insurance, and helping clients with their full financial picture. You will create customized financial plans tailored to each client's unique needs and goals.
- Develop and implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
- Potential earnings; With dedication and hard work, you can potentially earn $80,000 - $100,000 commission annually.
- Client Acquisition & Marketing
- Discovery
- Case Development & Analysis
- Implementation
- Ongoing Service
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives.
- A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred.
- 2-5 years of professional experience in client services, insurance, investments, financial services, or a related field.
- Familiarity with financial planning is a plus, but it is not necessary.
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary.
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients.
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