Financial Services Consultant
4 hours ago
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
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
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
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
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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