Business Financial Consultant

7 days ago


Detroit, Michigan, United States Insight Financial Planning Full time
About Insight Financial Planning

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 Description

Cultivate 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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