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Professional Financial Services Consultant
3 weeks ago
We are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As a key member of our sales force, you will be responsible for meeting with existing and prospective clients to discuss their financial needs and provide customized solutions.
Our company has been a leading provider of financial planning tools for over half a century, serving individuals in various industries, including healthcare, education, and government. We pride ourselves on our commitment to excellence and our dedication to providing personalized service to each of our clients.
About UsWe are an equal opportunity employer committed to creating a diverse and inclusive work environment. Our company values integrity, innovation, and customer satisfaction above all else.
Key ResponsibilitiesYour key responsibilities as a Financial Advisor will include:
- Meeting with clients to discuss their financial goals and develop tailored plans to achieve those goals.
- Leveraging our proprietary technology to streamline operations and enhance productivity.
- Collaborating with colleagues and district vice presidents to learn new skills and stay up-to-date on industry best practices.
We offer a comprehensive benefits package designed to support your overall well-being and career growth. Some of the highlights include:
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
- Company-paid E&O, licensing fees, continuing education and compliance support
