Holistic Financial Planning Consultant Training Provided

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. Responsibilities: Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Customize financial plans for each client based on potential life changes and changing financial needs Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: Superior customer service skills, math skills, relationship skills, and communication skills are preferred Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Bachelor's Degree a must, sales experience and/or financial internships a plus A business mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth You are personable and caring, with a natural ability to connect and communicate with others Enthusiastic, high energy, and positive attitude Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team Must have excellent communication and interpersonal skills Quick learner who is comfortable in a fast-paced, dynamic environment Compensation: $80,000+ OTE

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