Wealth Management Consultant

2 weeks ago


Cypress, California, United States Guardian Austin Full time
Job Overview

At Guardian Austin, we are experiencing significant growth and are in search of a dedicated Financial Planner to enhance our service offerings. The successful candidate will possess a strong desire to master the financial services industry, enabling effective wealth management strategies that assist clients in reaching their financial aspirations.

Compensation:

Annual earnings starting at $50,000+ based on performance.

Key Responsibilities:
  • Act as a cooperative team member, committed to ongoing professional development through training initiatives.
  • Assess cash flow, income, financial status, and overall financial objectives to guide clients in defining and achieving their wealth management goals.
  • Identify and engage potential clients, serving as a trusted advisor for essential financial decisions.
  • Provide strategic recommendations on products, plans, and investments to support clients in meeting their financial targets.
  • Tailor financial strategies for each client, considering their unique professional circumstances, life stages, and changing financial needs.
Qualifications:
  • Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly desirable.
  • Exceptional communication, relationship-building, and numerical skills to foster a strong customer service foundation.
  • Possession of FINRA Series 7 & 66 is preferred but not mandatory.
  • Fundamental understanding of financial products and the financial industry, along with experience in financial advisory roles, is crucial.
  • A Bachelor's degree in Business Administration, Finance, or a related field is essential.
About Guardian Austin

We are a progressive financial planning firm dedicated to a client-centric approach, aiming to make a positive impact in the financial landscape.



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