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Senior Financial Consultant
4 weeks ago
Job Summary:
We are seeking a highly skilled Financial Services Professional to join our team at National Financial Network. As a Senior Financial Consultant, you will be responsible for collaborating with individuals and local businesses to offer financial services and products.
Key Responsibilities:
- Meet with clients to understand their financial goals, concerns, and current financial situation.
- Analyze client information to develop personalized financial plans with suitable strategies, products, and services.
- Establish and nurture long-term relationships with clients who value your expertise and guidance.
- Keep clients' financial plans up-to-date and aligned with their objectives, fostering lasting client relationships.
Requirements:
- At least 1 year of experience in the Financial Services industry.
- A current Life & Health License is required for this position.
- Candidates should possess Series 6/7 certifications.
- Series 65/66 qualifications are optional but beneficial.
Compensation:
$130,500 achievable through meeting sales targets, not a guaranteed salary.
