Strategic Financial Consultant

4 days ago


New York, New York, United States JCW Group Full time

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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