Financial Consultant

Responsibilities

• Consult with clients to assess their financial situations and develop customized financial plans
• Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance
• Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes
• Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice
• Cultivate long-term client relationships based on trust, transparency, and results
• Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance
• Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)
• Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance
• Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products
• Exceptional communication and interpersonal skills
• Prominent track record of building and managing client relationships
• Team player with the ability to collaborate with others
• Proficient in financial planning software and CRM systems

Preferred Skills

• Experience with mass affluent, high-net-worth and commercial clients
• Strong analytical thinking and decision-making skills
• Bilingual or multilingual proficiency is a plus
• Familiarity with digital advisory platforms and financial technology tools
• High level of emotional intelligence, empathy, and professionalism

Pay

$108,804.00

Schedule

Full Time Regular