Financial Planning Consultant

4 weeks ago


palo alto, United States Insight Global Full time

We are looking for a Financial Consultant to work for a leader in the financial industry. This person will be responsible for managing a book of 200+ clients. They will also be responsible for understanding the client’s needs and recommending solutions in order to help support them. Overall will be consistently offering guidance and financial support


Requirements:

  • Must have a series 7 license & 63/65 or 66
  • 3-5 years of book management experience as an advisor
  • Experience working with at least 200 clients or more and $100 million in AUM or more
  • Experience with a variety of investment products and investment solutions
  • Being able to explain how they were able to build successful previous relationships, uncovering needs, and recommending solutions
  • experience with being client focused and seeing themselves in a leadership position in the future

Day to Day:

  • This person will help manage a larger book business of 200+ clients depending on the location
  • Will work with Fidelity clients that have not been engaged in the financial process (still in the growth phase)
  • Engage face-to-face with customers
  • Building client relationships with understanding needs and recommending solutions
  • Will help offer guidance and personalized planning
  • Will be giving architecture product platforms and resources


Salary expectation: Base + Bonus (150K-170K)



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