Financial Services Consultant

4 hours ago


St Louis MO USA, United States The Chamberlin Group Full time
Key Responsibilities

The Financial Planner position is a client-facing role that requires building strong relationships with our clients. Effective communication is essential to provide excellent service.

  • Create a relationship with our leads and convert prospects into clients
  • Lead and facilitate group educational workshops
  • Maximize relationships, create referrals and referral partnerships by providing exceptional customer service
  • Meet with current clients to review plans and make adjustments
  • Enter and update client information in our CRM database
  • Complete administrative paperwork to fulfill client needs
  • Learn and follow our fee planning process, strategies, and philosophies
Our Culture

We value a supportive and relationship-focused environment that is innovative and willing to take risks. Our team is confident, growth-oriented, and results-driven.

  • People Oriented - supportive and relationship-focused
  • Innovative and willing to take risks
  • Confident and growth-oriented
  • Results-driven with a strong performance culture
Requirements

This position requires 5-7 years of Financial Services experience and Insurance and series 65 licensing to be obtained within the first 90 days of hire.

  • 5-7 years of Financial Services experience is required
  • Insurance and series 65 licensing to be obtained within the first 90 days of hire
Compensation and Benefits

Total compensation includes a base salary plus a lucrative Bonus Plan, ranging from $60,000-$200,000. We offer a comprehensive benefits package, including Medical, Dental, Vision, and more.

  • Total compensation for our Financial Planners includes a base salary plus a lucrative Bonus Plan
  • Comprehensive benefits package including Medical, Dental, Vision, and more
Schedule

This role requires a flexible work schedule, including some evenings and Saturdays. Work from our office in Des Peres, MO.

  • Flexible work schedule depending on clients' needs
  • Some evenings and Saturdays
  • Work from our office in Des Peres, MO


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