Financial Consultant

About the role

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Responsibilities

• Help clients identify and achieve their financial goals through a variety of planning services.
• Deliver excellent client service.
• Manage risk, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

Requirements

• Dedicated to delivering excellent client service.
• Driven by the need to help clients identify and achieve their financial goals.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Experience in financial planning and management.

Skills

• Risk management.
• Estate planning.
• Debt and investment management.
• Real estate.
• Retirement planning.
• Mutual funds.
• Investment options.

Pay

$80,000 - $135,000 commission based

Schedule

Full-time