Wealth Management Consultant

2 weeks ago


Farmington, Michigan, United States Certified Financial Services Full time

Join our esteemed financial services firm dedicated to delivering cutting-edge financial solutions and strategies that empower our clients to attain financial security and success.

Position: Wealth Management Consultant

Company: Certified Financial Services LLC

Location: Farmington, CT

This full-time hybrid position offers the opportunity to work from our office while also allowing for remote flexibility. As a Wealth Management Consultant, your role will involve guiding clients through comprehensive financial planning, retirement strategy development, investment oversight, and advisory services.

Key Responsibilities:

  • Expertise in Financial Planning and Wealth Management
  • Proficient in Retirement Strategy Development
  • Investment Oversight and Management Skills
  • Advisory Services Expertise
  • Exceptional written and verbal communication abilities
  • Analytical skills for financial data interpretation
  • Customer service orientation with meticulous attention to detail

Qualifications:

  • Bachelor's degree in Finance, Economics, or a related discipline
  • A minimum of 3 years of relevant experience in the financial services sector
  • Possession of FINRA Series 7 and Series 66 licenses (or a commitment to obtain within 3 months of employment)
  • CFP designation or equivalent financial planning certification is preferred

If you are eager to contribute to a team that prioritizes financial advancement and tailored services for diverse client needs, consider the Wealth Management Consultant role with Certified Financial Services.



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