Financial Consultant
3 weeks ago
Job Overview
If you're considering a career change, becoming a financial consultant could be the right move for you. Financial consultants work with clients to help them achieve their long-term financial goals, such as retirement planning, wealth building, estate strategies, and funding education. As a financial consultant at our firm, you'll have the opportunity to develop your own practice with the support of a dedicated team. Our firm has a rich history spanning over 100 years, and we have a strong presence with more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Job Responsibilities
- Build relationships with new clients through various sourcing strategies
- Deeply understand clients' needs to create personalized financial strategies
- Oversee branch processes to ensure a high-quality client experience
- Engage the branch team to create and monitor the branch business plan
- Create a highly engaging environment in the branch to foster mutual trust
Skills/Requirements
- A bachelor's degree or equivalent work-related experience
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
About Us
We're a Fortune 500 company with over 8 million clients and 19,000 financial consultants across the U.S. and Canada. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and better our communities. Join us and be part of an inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
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