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Investment Consultant
2 months ago
A proficient Investment Consultant at Dynamic Wealth Strategies Inc. is meticulous, possesses outstanding communication abilities, and has a solid background in financial advisory, asset management, and insurance solutions. The ideal candidate will have a minimum of 3 years of relevant experience and a proven track record in client engagement. A genuine enthusiasm for financial planning and safeguarding assets is essential, along with a commitment to delivering an exceptional client experience.
Key Responsibilities:
· Cultivate a portfolio of clients by effectively identifying potential leads, leveraging referrals, understanding client requirements while honoring their risk preferences, and proposing tailored financial strategies based on unique circumstances.
· Suggest appropriate investment and insurance products aligned with clients' objectives, timelines, risk appetite, resources, and specific needs.
· Balance client service, prospect development, regulatory compliance, and personal advancement.
· Collaborate with specialists to explore planning and investment methodologies.
· Fulfill necessary training, performance benchmarks, and ongoing educational commitments.
· Attract clients through personalized marketing strategies.
Essential Skills:
· Demonstrated ability to engage and persuade a diverse range of individuals.
· Exceptional interpersonal and relationship management skills.
· Strong communication skills with the capacity to establish trust with clients.
· Proven capability to evaluate client needs and propose suitable solutions.
Qualifications:
· A Bachelor's Degree (4 years).
· Familiarity with the Investment Consultant role.
· Documented history of success in the field.
· Over 3 years of experience in financial consulting.
· Licensed in Life/Health Insurance.
· Series 65 or 66 license is mandatory.
· A pre-existing client base is advantageous.
