Financial Services Consultant
4 days ago
Integrated Financial Concepts is a nationally recognized Financial Services Firm that hires top-tier talent.
We are dedicated to establishing meaningful connections with a diverse clientele. Our Financial Representatives and Financial Advisors proudly serve a wide spectrum of individuals, including small business owners, educators, entrepreneurs, families, first responders and more.
We offer a range of tailored services, addressing specific financial needs, whether through comprehensive financial strategies or specialized focus areas such as Retirement Income Strategies, Estate Planning Strategies, Tax Planning Strategies, Risk Management & Protection Planning, Wealth & Portfolio Management, College Funding, Special Needs Planning, Planning with Charitable Intent, Business Owner Strategies, Small & Large Group Employee Benefits and more.
We genuinely care about the well-being of our clients, and our dedicated, all-encompassing method reflects this passion. To ensure the highest quality of guidance, our team follows a rigorous process that leads to exceptional outcomes and empowers clients to pursue their financial goals with confidence.
Responsibilities:- Consult with clients to understand their financial needs and objectives, scheduling meetings for in-depth discussions.
- Gather relevant client information to tailor investment & protection recommendations that align with their financial circumstances.
- Stay informed about market conditions and assess how they may impact taxes and client investments.
- Cultivate long-term relationships with clients, fostering repeat business and client referrals.
- Proactively reach out to potential clients through cold-calling to introduce our comprehensive financial products and services.
- Provide innovative solutions to enhance clients' financial well-being.
- Develop an in-depth knowledge of our financial products to offer well-informed advice and recommendations.
- Establish connections with prominent professional networks, including accountants and attorneys.
- A bachelor's degree in finance, economics, accounting, business or a related field.
- Appropriate state licensure to perform financial services.
- Proficiency in Microsoft Office applications & CRM software.
- Exceptional analytical, organizational, and problem-solving abilities.
- Effective communication skills to engage with clients and team members.
- Outstanding customer service skills to ensure client satisfaction.
To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 200 Schulz Drive, Ste. 125, Red Bank, NJ 07701, 848-200-7170. Integrated Financial Concepts is independent of ESI. TC137540(1123)1
As a National Life Affiliated Agent, you have access to a wide array of benefit plans and programs designed to encourage you and your family's well being. Benefits include a choice of health plans as well as programs focused on delivering financial and family security, plus the flexibility you need to meet your goals at work and at home.
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