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Financial Services Consultant
2 months ago
We are seeking a highly motivated and customer-focused Financial Services Consultant to join our team at Advisor Employee Services. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients, building strong relationships, and delivering tailored financial solutions.
Key Responsibilities- Develop and implement comprehensive financial plans to meet clients' needs and goals
- Provide expert advice on investments, insurance, and retirement planning
- Build and maintain strong relationships with clients through regular communication and follow-up
- Support senior financial advisors in meeting business objectives
- 2+ years of experience in financial services or a related field
- Bachelor's degree in a relevant field, such as finance or business
- Series 65 and Life and Health certifications
- Strong organizational and communication skills, with the ability to work effectively in a team environment
- Proficient in MS Office and other relevant software applications
- Knowledge of financial concepts and regulations
- Competitive salary range: $50,000-$60,000/year
- Generous paid time off (PTO) package
Advisor Employee Services is a leading provider of financial services, dedicated to delivering exceptional client experiences and building long-term relationships. We are committed to excellence in client care and are seeking like-minded professionals to join our team.
