Financial Consultant

3 weeks ago

San Antonio, United States Melius Consulting, LLC Full time

This is a remote position.

Job Summary

We are looking for 4 motivated and experienced Consultants to join our team in a parttime 100% commissionbased role with uncapped earning potential. While financial industry experience is not required the ideal candidate will have a strong background in problemsolving and client relationship management. In this role you will work closely with clients to understand their needs and help develop tailored strategies to meet their financial objectives. The position involves learning about financial concepts building personalized plans and ensuring compliance with relevant regulations. This is a great opportunity to apply your expertise with flexible hours and unlimited earning potential while making a significant impact by guiding clients toward their financial goals. This job is perfect for the professional already employed and looking to either supplement their income or eventually replace their job.

Responsibilities

  • Conduct comprehensive assessments of clients financial situations including income expenses and investment portfolios.
  • Develop personalized financial plans that align with clients objectives including tax strategies estate planning and cash management.
  • Provide ongoing support and guidance to clients regarding their financial decisions and investment opportunities.
  • Maintain strong customer relationship management practices to foster trust and longterm client partnerships.
  • Stay updated on industry trends tax laws and regulatory changes to provide informed advice.
  • Collaborate with other financial professionals to ensure a holistic approach to client service.
  • Conduct research on market trends and investment options to enhance client portfolios.
  • Assist in preparing reports and presentations for clients regarding their financial status.

Join our team as a Financial Consultant where you can make a significant impact on clients financial wellbeing while advancing your career in a supportive environment



Requirements

Experience

  • No Experience Required. We offer training options.
  • Demonstrated ability in sales and customer relationship management within the finance sector.
  • Excellent analytical skills with a focus on management and financial sales strategies.
  • Strong communication skills to convey complex financial concepts to clients effectively.




Benefits
  • Flexible Schedule
  • Advancement Opportunity
  • Bonuses


No Experience Required. We offer training options. Demonstrated ability in sales and customer relationship management within the finance sector. Excellent analytical skills with a focus on management and financial sales strategies. Strong communication skills to convey complex financial concepts to clients effectively.

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