Strategic Financial Consultant
1 month ago
We are seeking a highly motivated and experienced Financial Advisor to join our team at Wisepath Group. As a key member of our Strategic Financial Concepts team, you will be responsible for prospecting sales and qualifying leads for new and existing accounts.
Your primary objective will be to act as a liaison between our attorneys and business services teams, ensuring seamless communication and collaboration. You will also be responsible for managing current accounts, providing exceptional customer support, and analyzing financial data to create personalized financial strategies for our clients.
To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as a deep understanding of financial markets and personalized financial solutions. You will also need to be proficient in CRM software and have experience with MS Excel.
As a Financial Advisor with Wisepath Group, you will have the opportunity to work with a talented team of professionals who are dedicated to helping our clients achieve their financial goals. You will also have access to our proprietary, economic-based financial planning tool, which will enable you to provide cutting-edge solutions to our clients.
Our company is committed to providing a supportive and collaborative work environment, with opportunities for advancement and professional growth. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.
Key Responsibilities:
- Prospect and qualify new sales leads
- Manage current accounts and provide exceptional customer support
- Analyze financial data and create personalized financial strategies
- Act as a liaison between our attorneys and business services teams
Requirements:
- BS degree in Marketing or Business Administration
- Hands-on experience with multiple sales techniques
- Experience with CRM software
- Familiarity with MS Excel
- Understanding of financial performance metrics
Benefits:
- Unlimited earning potential
- W2 FICA 7.5%
- 401k w/ 6% Match
- Residual income
- Opportunities to earn additional bonuses and incentives
- Generous benefits package
- National recognition and rewards programs
- Flexible work schedule
- Advancement/management opportunities
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