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Financial Consultant

4 weeks ago

Birmingham AL USA, United States StoneX Group Full time

Unlock Your Potential in Wealth Management

At StoneX Group, we're seeking a driven individual to join our team as a Financial Consultant. As a key member of our Private Client Group, you'll play a crucial role in connecting clients to the global markets and helping them achieve their financial goals.

Key Responsibilities:

  • Prospect and acquire new clients through targeted outreach and relationship-building.
  • Develop and implement effective communication plans to engage with clients and drive business growth.
  • Collaborate with our team of financial advisors to provide world-class products and services to our clients.
  • Manage a pipeline of prospects and track progress using our CRM system.

Requirements:

  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Knowledge of wealth management and financial services.
  • FINRA securities registrations (Series 7, 65, 63) and State Life & Health insurance license.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for growth and professional development.
  • A competitive salary and benefits package.

Join Our Team:

As a Financial Consultant at StoneX Group, you'll have the opportunity to make a real impact on our clients' lives and build a rewarding career in wealth management.