Wealth Management Consultant
2 weeks ago
Are you adept at listening and developing impactful, data-driven financial strategies? We are seeking a financially knowledgeable individual who is ready to establish a career in the finance sector. Our comprehensive training program cultivates skilled Registered Representatives who are passionate about building enduring relationships and possess a strong interest in financial analytics, estate planning, business management, investment vehicles, and more. If you have exceptional communication skills and excel in relationship management, we encourage you to consider this opportunity.
Essential Skills and Qualifications:- Preferred qualifications include FINRA Series 7/6, SIE, and 63/66, though not mandatory
- A foundational understanding of financial advisory roles and a keen interest in financial products is crucial
- Competence in Microsoft Office, financial planning tools, CRM systems, and related software is necessary
- Excellent communication, relationship-building, and analytical skills for effective customer service
- A bachelor’s degree in business administration, finance, or a related discipline is advantageous
- Committed to helping others
- Upholds integrity
- Demonstrates a history of achievement
- Exhibits high enthusiasm
- Possesses self-discipline
- Shows resilience
- Maintains a goal-oriented approach
- Evaluate cash flow, income-to-debt ratios, financial status, and more to assist clients in identifying and reaching their financial objectives
- Deliver strategic recommendations on products, plans, and investments to facilitate clients' financial advancement
- Serve as a reliable advisor for new clients, proactively seeking and establishing connections
- Embrace a collaborative role, open to ongoing education and training
- Develop tailored financial plans for clients based on their unique life stages and requirements
- Stay updated on economic trends to apply your expertise effectively
- Provide support to clients during pivotal moments
Full-time
Compensation:$60,000 - $130,000 annually
Benefits:- 401(k) plan
- Dental coverage
- Employee discounts
- Flexible work schedule
- Flexible spending accounts
- Health insurance
- Health savings accounts
- Life insurance
- Paid time off
- Professional development support
- Referral programs
- Retirement plans
- Vision coverage
- Office-based setting
- Monday to Friday
- Bonus opportunities
- Commission structure
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