Wealth Management Consultant
3 days ago
As a Wealth Management Consultant, you will play a critical role in identifying and acquiring new clients for our financial products and services. This involves strategically presenting our offerings to prospective clients, highlighting their key benefits and features.
Responsibilities:
- Develop and maintain strong relationships with prospects to drive new business and client retention.
- Meet and exceed targets for new customer acquisition, both individually and as part of a team.
- Track progress and results through our CRM system.
Requirements:
To succeed in this role, you will need 5+ years of experience selling financial service products, a Bachelor's degree, and relevant securities licenses (CFP preferred). You should also possess excellent communication and negotiation skills, demonstrated ability to meet and exceed client acquisition goals, and familiarity with CRM systems and Microsoft Office Suite.
What We Offer:
Front Range Financial offers a competitive salary, coaching, flexible time off, and professional development opportunities. The estimated annual salary for this role is $65,000-$85,000, depending on experience.
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