Financial Services Consultant
1 week ago
At Wealth Logic Inc., we value our clients and employees above all else. We are seeking a talented Financial Services Consultant to join our team and help us deliver exceptional results for our clients.
Job DescriptionThe ideal candidate will have a strong background in the financial services industry, with a proven track record of building and maintaining long-term client relationships. They will be responsible for transitioning product-based clients to our fee-based planning platform, providing expert advice and guidance, and ensuring seamless delivery of our services.
Key Responsibilities:
- Maintain and grow long-term client relationships
- Transition product-based clients to fee-based planning platform
- Provide expert advice and guidance to clients
- Ensure seamless delivery of our services
- Develop and maintain a knowledge base of evolving products and services
Qualifications:
- Previous experience in financial services industry, 3+ years
- Series 65, 7, and planning experience with CFP designation preferred
- Insurance license MN, life accident and health
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
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