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Precious Metals Retirement Account Consultant

2 months ago

The Woodlands, United States W3Global Inc Full time
Job Overview

Position Summary:

W3Global Inc is a prominent advisory firm in the precious metals sector, dedicated to offering clients secure and dependable strategies for their precious metals investments. We pride ourselves on our exceptional client service and deep industry knowledge. We are in search of a committed and experienced Precious Metals Retirement Account Consultant to assist our clients in reaching their financial aspirations.

Role Responsibilities:

  • Client Engagement: Deliver expert advice to clients looking to enhance their retirement portfolios with precious metals. Evaluate their financial objectives and risk appetite to suggest suitable investment approaches.
  • Account Setup and Oversight: Aid clients in establishing and overseeing their Precious Metals Retirement Accounts, ensuring adherence to IRS guidelines and industry practices.
  • Client Education: Inform clients about the advantages and potential risks associated with investing in precious metals, such as gold, silver, platinum, and palladium. Share insights on market dynamics and economic influences affecting these commodities.
  • Business Development: Discover and cultivate new business prospects through networking, participating in industry functions, and utilizing marketing strategies. Foster and sustain robust client relationships to enhance sales performance.
  • Documentation and Compliance: Guarantee precise and prompt documentation of all transactions and client communications. Provide clients with regular updates and reports regarding their investment performance.
  • Ethical Standards: Comply with all industry regulations and uphold ethical practices. Maintain a high standard of integrity and professionalism in all client interactions.

Candidate Qualifications:

  • Education: A bachelor’s degree in finance, law, business, economics, or a related discipline is preferred. Relevant certifications (e.g., Series 7, Series 63, Certified Financial Planner) are advantageous.
  • Experience: A minimum of 2-5 years in financial advisory, wealth management, or a similar field. Previous experience with precious metals or alternative investments is highly valued.
  • Skills:
  • Strong understanding of financial markets, investment strategies, and retirement planning.
  • Excellent communication and interpersonal abilities, capable of conveying complex ideas clearly.
  • Proven sales and negotiation capabilities, with a history of achieving or surpassing targets.
  • Detail-oriented and organized, adept at managing multiple clients and transactions concurrently.
  • Technical Proficiency: Familiarity with CRM software, Microsoft Office Suite, and financial analysis tools.

Compensation and Benefits:

  • Competitive salary with performance-based incentives.
  • Comprehensive benefits package, including health, dental, and retirement plans.
  • Continuous training and professional development opportunities.
  • A collaborative and supportive work environment.

Job Type: Full-time

Benefits Include:

  • 401(k) plan
  • Dental coverage
  • Flexible working hours
  • Health insurance
  • On-the-job training
  • Paid time off
  • Professional development support
  • Referral program
  • Vision coverage

Work Schedule:

  • 8-hour shifts
  • Daytime hours

Work Location:

  • In-person role