Strategic Financial Consultant
4 days ago
We are partnering with a leading wealth management company, JCW Group, to add a high-performing Strategic Financial Consultant to their team.
As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. With an estimated annual salary of $100,000+, this role offers a competitive compensation package.
Key Responsibilities:
- BUILD STRONG RELATIONSHIPS
- Provide tailored financial advice on investment strategies, retirement planning, and wealth management to meet clients' unique needs.
- Prospect and acquire new clients to grow your book of business.
- Monitor clients' financial progress and make adjustments as needed to ensure long-term success.
Requirements:
- $25 million in Assets Under Management (AUM)
- Excellent communication and relationship-building skills
- Strong analytical and problem-solving abilities
- Ability to work independently in a remote setting
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