Senior Financial Consultant

7 days ago


Sioux Falls, South Dakota, United States Insight Financial Planning Full time
About Insight Financial Planning

We are a dynamic financial services firm seeking an experienced Senior Financial Consultant to join our team. As a key member of our team, you will play a crucial role in building and maintaining relationships with our clients, providing expert advice, and delivering exceptional service.

Compensation Package

The successful candidate can expect a competitive salary of $60,000 per year, reflecting the company's commitment to attracting and retaining top talent. In addition to your base salary, you will also be eligible for a range of benefits, including:

  • A Simple IRA Plan with matching contributions
  • Paid time off - vacation and medical
Key Responsibilities

As a Senior Financial Consultant, you will be responsible for:

  • Advising clients on their financial goals and developing personalized plans to achieve them
  • Researching and recommending investment products and funds to meet client needs
  • Trading and managing client portfolios to optimize returns and minimize risk
  • Assisting in pre-appointment preparation and post-appointment follow-up to ensure seamless client experience
  • Completing and processing applications and forms in a timely and accurate manner
  • Developing and executing marketing strategies to grow our client base
Requirements

To succeed in this role, you will need:

  • A college degree and relevant industry certifications (Series 7 and Series 66)
  • A valid state insurance license
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
  • Strong organizational and time management skills
  • Attention to detail and ability to multitask


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