Senior Financial Consultant
3 days ago
**Estimated Salary:** $80,000 - $120,000 per year
At Strategic Fortune Wealth Management, we are seeking a talented and driven Financial Services Advisor to join our team of professional advisors. As a financial advisor, you will have the unique opportunity to help clients in your community reach their goals.
The ideal candidate for this position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are essential for this career.
- Develop lasting relationships with clients by building trust and understanding their financial needs.
- Utilize marketing strategies to expand your business and capitalize on referrals.
- Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives.
- Create customized financial plans/strategies to enable clients to reach their goals and objectives.
- Maintain knowledge of industry fundamentals, risk management, and investment management services.
**Requirements:
* Bachelor's degree* Licensure & Registrations (Life, Accident & Health, Series 7 & 66)* Leadership and demonstrated track record of success* Great communication skills (verbal, written, body language/empathy)* Team player (inter-dependent)* Strong market/well connected* High ego drive and confidence* Service orientation and strong code of personal ethics* Committed to improving technical skills* Stable financial background
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