Financial Associate Consultant
2 weeks ago
Financial Associate Consultant Position
We are seeking a Financial Associate Consultant to become a vital part of our esteemed financial organization. If you possess a client-centric approach, excel in fostering connections, and are dedicated to delivering exceptional service, we invite you to explore this opportunity.
Essential Attributes:
- Proactive mindset
- Optimistic demeanor
- Determination
- Innovative thinking
- Influential communication
Qualifications:
- Minimum of 2 years in the finance sector
- Bachelor's degree is preferred
- Possession of Series 65 and Life and Health licenses
- Excellent organizational and interpersonal skills
- Proficient in Microsoft Office Suite
- Understanding of financial principles
Key Responsibilities:
- Formulate and execute financial strategies
- Advise clients on investment opportunities, insurance options, and retirement planning
- Establish and nurture client relationships
- Assist the lead Advisor in achieving objectives
Compensation:
- Annual salary range of $50,000-$60,000 based on experience
Perks:
- Comprehensive paid time off
Work Schedule:
- Monday to Friday
- 8:30 AM to 5:00 PM
- Occasional evening engagements
About Our Firm:
Wootton Financial Group, Inc. is a reputable firm committed to delivering outstanding financial services. Join our team and contribute to our mission of excellence in client service.
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