Finance Consultant
3 days ago
We are seeking a knowledgeable Financial Consultant. In this role, you will provide expert financial advice and strategies to clients, helping them achieve their financial goals. You will also focus on building relationships, driving sales, and expanding the company's client base.
This will be an in office position. In person interviews only.
Responsibilities /Qualifications
- Conduct comprehensive financial analysis to assess client needs and develop personalized financial plans.
- Utilize financial software for data analysis and reporting to support client decision-making processes.
- Conduct warm calling to potential clients with a generated leads list.
- Build and maintain strong relationships with clients through effective communication and exceptional customer service.
- Collaborate with other financial professionals in areas such as corporate accounting, public accounting, and technical accounting as needed.
- Proven experience in financial services or a related field is preferred.
- Strong understanding of financial concepts
- Demonstrated skills in financial sales, customer relationship management, and effective communication.
- Proficiency in using financial software tools for analysis and reporting is advantageous.
Uncapped, Unlimited Commission: Your earning potential is entirely in your hands — There's no ceiling on your commissions, giving top performers the opportunity to achieve truly exceptional income.
Job Type: Full-time
Application Question(s):
- Do you speak any other besides English?
Education:
- High school or equivalent (Preferred)
Experience:
- Financial sales: 1 year (Required)
- Financial Consulting: 1 year (Required)
Work Location: In person
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