Wealth Management Consultant

2 weeks ago


Charleston, West Virginia, United States RK Partners Full time
Job Overview

Wealth Management Consultant

As a motivated professional with a passion for finance, you thrive on engaging with clients and find fulfillment in guiding them towards effective financial solutions. Your commitment to community service drives you to make a difference in the lives of others. If you are ready to embark on a rewarding career in wealth management, we are dedicated to supporting you in establishing your practice, attracting new clients, and fostering lasting relationships.

Your role will involve collaborating with clients to outline their financial aspirations through expert advice and tailored recommendations.

By meeting sales objectives, you will enjoy recognition and rewards for your achievements.

*Details regarding company culture, leadership, and specific expectations will be discussed during an introductory conversation.*

POTENTIAL FOR INCOME GROWTH

  • Income Based on Performance
  • Opportunities for Bonuses and Acknowledgment
  • Residual Earnings - Benefit from client loyalty

KEY RESPONSIBILITIES


Assist individuals and organizations in achieving financial stability. Make a significant impact by motivating others to take proactive steps.


Enjoy unlimited earning potential. There are no limits to your income possibilities.


Prioritize what matters most. Gain the flexibility to manage your own schedule.


Commit to continuous learning. The financial services landscape is ever-evolving, and you can play a vital role in this dynamic field.

REQUIREMENTS


• Strong interpersonal and sales skills


• A belief in the value of financial products and services


• Self-driven and motivated


• Demonstrates perseverance and dedication


• Willingness to obtain necessary licenses: Life & Health, FINRA Series 7 & 66



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