Business Financial Consultant
7 days ago
We are a dynamic financial planning firm seeking an experienced Business Financial Consultant to join our team in Norfolk, NE.
Salary: $60,000.00 per year
Job DescriptionCultivate meaningful relationships with new and existing clients, providing personalized advice, service, and relationship building. Collaborate with senior consultants to deliver exceptional client experiences.
Key Responsibilities:
- Develop tailored financial plans for clients
- Conduct thorough research on investment products and funds
- Facilitate trading activities
- Support pre- and post-appointment processes
- Process applications and forms
- Drive marketing efforts
Requirements:
- Bachelor's degree required
- Possess Series 7 and Series 66 licenses
- Able to obtain necessary state insurance licenses
- Demonstrate excellent communication and interpersonal skills
- Ability to work effectively in a team environment
- Strong organizational and time management skills
- Capacity to work under pressure and meet deadlines
Benefits:
- Simple IRA Plan
- Simple IRA Plan matching
- Paid time off - vacation and medical
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