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Virtual Financial Consultant

2 months ago

Grand Blanc, Michigan, United States TalentLink Solutions Full time
Position Overview

We are a flat-fee Registered Investment Advisor (RIA) with a distinct focus, seeking to recruit a Virtual Financial Consultant. Your primary objective will be to manage a designated group of households as their Service Advisor, with no requirement for prospecting or business development.

Our mission is to transform client uncertainty into assurance as they navigate retirement planning. We strive to provide exceptional value, ensuring our clients cannot envision their retirement journey without our expertise. This value manifests in various forms, including prompt client service and timely responses.

The founder is concentrating on enhancing our marketing strategies, which allows you to play a crucial role in managing potential clients and advancing our practice into a virtual space.

As part of our small yet expanding team, you will share our vision of exceeding client expectations.

Qualifications:

  • You are a seasoned and credentialed CFP, experienced in dealing with intricate retirement, estate, and tax matters.
  • Additional certifications such as EA or RICP are advantageous.
  • You understand this as an opportunity to innovate within our industry.
  • You thrive in an environment that encourages fresh ideas and the adoption of new methodologies.

Skills and Attributes:

  • You have a passion for systems and processes, and you excel at utilizing technology (Wealthbox, Hubly, RightCapital, Schwab) to enhance efficiency.
  • You are adaptable, capable of engaging with clients while also focusing on analytical tasks such as planning, trading, rebalancing, or tax computations.
  • You possess a strong sense of reliability, dependability, and loyalty.
  • Your background in relationship management and financial planning is impressive, complemented by a commitment to ethical practices and a desire to assist clients and colleagues.
  • You can work independently, holding yourself accountable for your responsibilities.
  • You are proactive in reaching out to clients and providing assistance.
  • You embrace technology and seek ways to leverage it for improved efficiency and client experiences.

We are committed to supporting you so that you can concentrate on delivering exceptional value to our clients. This includes a competitive salary, 401K benefits, paid time off, holiday compensation, and a flexible work-from-home policy. We aim to create a seamless working environment every day.

The role will be intellectually stimulating, engaging, and dynamic. Our firm culture is characterized by creativity, flexibility, and enjoyment.