Senior Financial Consultant
4 days ago
About the Role:
We're seeking a highly motivated and experienced Financial Planning Expert to join our team at Bayntree Wealth Advisors in Scottsdale. As a key member of our team, you'll be responsible for providing exceptional financial planning guidance to our clients, helping them achieve their long-term goals.
Key Responsibilities:
- Develop and implement customized financial plans for clients
- Provide expert advice on investments, insurance, and retirement planning
- Build and maintain strong relationships with clients, ensuring their financial needs are met
- Collaborate with the team to achieve sales goals and expand our client base
Requirements:
- 3+ years of experience in financial services, with a focus on financial planning
- Series 65 and Life and Health licenses required
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet sales targets
What We Offer:
- Competitive Salary and Bonus Structure: We offer a competitive salary and bonus structure, ensuring you're rewarded for your hard work and dedication
- Comprehensive Benefits Package: Enjoy a range of benefits, including health insurance, retirement plan, and paid time off
- Opportunities for Career Growth: We invest in our employees' development, providing training and support to help you advance your career
- Collaborative Team Environment: Join a dynamic and supportive team, working together to achieve our goals and make a real impact
Why Bayntree Wealth Advisors?
We're a fast-growing company with a passion for delivering exceptional financial services to our clients. Our team is dedicated to making a difference in the lives of our clients, and we're looking for like-minded individuals to join us on this journey.
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