Wealth Management Consultant
2 days ago
As a Financial Advisor, you will play a pivotal role in guiding clients through their financial journeys. We seek an individual who possesses a keen analytical mind and a passion for helping others achieve their financial aspirations. Our comprehensive training program is designed to cultivate exceptional Registered Representatives who are dedicated to building enduring relationships while demonstrating a strong interest in financial analysis, estate planning, and investment opportunities.
Essential Skills and Qualifications:- Preferred qualifications include FINRA Series 7/6, SIE, and 63/66, though not mandatory
- A foundational understanding of the financial advisory landscape and a genuine interest in financial products is crucial
- Proficiency in Microsoft Office, financial planning tools, CRM software, and related applications is essential
- Exceptional communication, relationship management, and numerical skills are necessary for effective client service
- A bachelor's degree in business administration, finance, or a related discipline is advantageous
- Genuine passion for assisting clients
- Commitment to integrity and ethical practices
- Demonstrated history of achieving goals
- High level of enthusiasm and motivation
- Exhibits self-discipline and perseverance
- Resilient in the face of challenges
- Goal-oriented and driven to succeed
- Evaluate clients' cash flow, debt-to-income ratios, and overall financial health to help them define and reach their financial objectives
- Provide tailored product, plan, and investment recommendations to facilitate clients' financial growth
- Serve as a reliable advisor for new clients, actively pursuing and nurturing connections
- Embrace a collaborative approach, remaining open to ongoing education and professional development
- Develop customized financial plans that align with clients' life stages and individual needs
- Stay abreast of market trends to leverage your expertise effectively
- Offer support and guidance to clients during pivotal moments in their financial journeys
Full-time
Compensation:$60,000 - $130,000 annually
Benefits Offered:- 401(k) retirement plan
- Dental and vision insurance
- Employee discounts
- Flexible work schedule
- Health insurance options
- Life insurance coverage
- Paid time off
- Professional development support
- Referral bonuses
- Office-based setting
- Monday to Friday
- Bonus and commission opportunities
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