Junior Financial Consultant
2 weeks ago
We are looking for a motivated and strategic Financial Consultant to take on an entry-level role that presents opportunities for advancement and a bright career trajectory. The ideal candidate will be passionate about assisting clients in recognizing and achieving their financial aspirations through a range of advisory services.
This position will enable you to develop expertise in various areas including risk management, estate planning, investment strategies, real estate, retirement solutions, mutual funds, and more. If you are committed to providing exceptional client service, this role may be an excellent match for you.
Compensation:$75,000+ annually
Key Responsibilities:- Deliver tailored recommendations for financial products, plans, and investments to assist clients in reaching their financial objectives.
- Adopt a structured yet adaptable approach, remaining open to ongoing education and mentorship from colleagues.
- Establish and nurture strong relationships with new clients, acting as their trusted financial consultant.
- Develop personalized financial strategies for each client, taking into account their life circumstances and evolving financial needs.
- Collect and evaluate clients' financial data to accurately assess their financial standing, cash flow, expectations, and goals.
- Demonstrate an understanding of clients' needs and financial concerns.
- Educate clients on proactive financial planning to prepare for unforeseen life events.
- Encourage customized strategies for clients to achieve their long-term financial ambitions.
- Foster relationships with a focus on helping individuals and families attain financial stability.
- Build a robust financial practice through professional networking and client prospecting.
- Provide empathy and guidance to clients during challenging life situations.
- Maintain a strong focus on developing and sustaining long-term client relationships, fostering trust and community over time.
- Current FINRA Series 7 & 63/66 licenses are advantageous.
- Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is preferred.
- Exceptional communication, relationship-building, and analytical skills to ensure a solid foundation of customer service.
- A basic understanding of the financial advisory role and a keen interest in the financial sector and its products are essential.
- A Bachelor's degree in business administration, finance, or a related field is required.
- Demonstrated sales experience or an entrepreneurial mindset is beneficial.
- Strong written and verbal communication skills are necessary.
- Dedication to helping families and businesses achieve their best financial outcomes.
- Knowledge of the business landscape is important.
- Professional appearance and demeanor in all interactions.
- Resilience and determination in the face of challenges.
- Aptitude for leveraging personal connections to build relationships.
- Must be a U.S. citizen or legally authorized to work in the U.S.
Our mission is to deliver financial security and peace of mind through our comprehensive insurance, annuity, and financing solutions.
We operate with integrity and compassion in all our dealings with clients and each other. Grounded in both confidence and humility, we serve as long-term stewards for our clients. Our overarching purpose is to be there for clients when they need us most.
We have always been committed to assisting individuals, families, and businesses in creating, protecting, and preserving their financial security.
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