Wealth Management Consultant

19 hours ago


Parsippany, New Jersey, United States RGA Full time
Our ideal candidate will possess a proven track record of success in financial sales, excellent communication skills, and the ability to analyze complex financial data. As a Senior Financial Planner at RGA, you will have the opportunity to work with a dynamic team and make a significant impact on our clients' financial futures. We offer a competitive salary range of $80,000 - $120,000 per year, depending on experience, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual looking for a challenging and rewarding role, we encourage you to apply.

Key Responsibilities:
  • Develop and implement comprehensive financial plans that meet the unique needs and goals of our clients.
  • Analyze financial data and provide expert advice on investment strategies, retirement planning, and other financial matters.
  • Build and maintain strong relationships with clients through exceptional customer service and communication skills.
  • Stay up-to-date with industry developments and regulatory requirements to ensure compliance with all rules and regulations.

Requirements:
  • Advanced degree in finance, accounting, or related field preferred.
  • Dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.
  • Minimum 5 years of experience in financial sales or related field.
  • Excellent math skills with the ability to analyze complex financial data.
  • Exceptional sales skills with a focus on customer relationship management.


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