Financial Services Consultant
3 hours ago
At Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Services Consultant, you'll play a pivotal role in shaping the future of retirement solutions.
Key Responsibilities:- Meet with high-quality prospects to understand their financial needs and retirement goals.
- Lead educational seminars to introduce our services and build rapport with potential clients.
- Provide personalized financial solutions and maintain strong client relationships.
- Collaborate with a team to ensure exceptional client service and deliver outstanding results.
- Teach a college course to attract and engage high-quality prospects.
- A competitive compensation package based on performance, with top performers earning over $1M in W2 income.
- A team environment with a dedicated Account Manager to support your activity.
- Flexible scheduling with the ability to take time off to maintain work-life balance.
- Opportunities to work with a firm known for its exceptional marketing strategies and consistent lead generation.
- Active State Life and Health License.
- Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment).
- Prior experience in wealth or financial planning, advising, or life and/or annuity sales.
- Strong ability to identify and engage with high-quality prospects with investable assets ranging from $500k to $5M.
We're seeking exceptional individuals with a strong focus on sales to join our firm as Financial Advisors (FAs). This is a top-tier position for motivated FAs who possess outstanding sales skills and a drive for success. We're looking for sales-oriented individuals who thrive on working with high-quality prospects and delivering exceptional financial services.
Come contribute to impactful change, cultivate personal and professional growth, and align with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor.
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