Financial Services Consultant
4 weeks ago
As a Financial Services Consultant at Financial & Tax Architects LLC, you will play a crucial role in helping clients achieve their retirement goals. With a strong focus on sales and a drive for success, you will work with High-Quality Prospects (HQP) to deliver exceptional financial services.
Responsibilities:
- Meet with HQPs to understand their financial needs and retirement goals.
- Lead educational seminars to introduce our services and inform potential clients.
- Provide personalized financial solutions and maintain strong client relationships.
- Lead a team to ensure efficient collaboration and deliver outstanding results.
- Teach a college course to attract and engage HQPs.
Benefits:
- Competitive compensation package based on performance.
- Flexible schedule with the ability to take time off.
- Team environment with a dedicated Account Manager to support your activity.
- Opportunity to work with a firm known for its exceptional marketing strategies and consistent lead generation.
We are seeking exceptional individuals with a strong focus on sales to join our firm as Financial Advisors (FA). This is a top-tier position for motivated FAs who possess outstanding sales skills and a drive for success. We are looking for sales-oriented individuals who thrive on working with High-Quality Prospects (HQP) and delivering exceptional financial services.
About Us:
Financial & Tax Architects LLC is a united team with a transformative purpose. We have helped thousands of clients achieve the retirement they have earned across the country. Guided by the vision of Your Retirement ProfessorTM Scott Brooks, our focus is empowering clients with lifelong financial security. With our immersive educational approach, fiduciary commitment, and innovative investment strategies, you'll become part of a group shaping the future of retirement solutions.
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.
Candidates with experience in these roles are great fits for this job:
- Wealth Advisor, Financial Planner, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson and more
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