Financial Consultant

Title: Financial Consultant Location: Remote Job Duration: Fulltime Client: Financial Services firm Visa: USC, GC Interview Mode: Video Experience: 5 (Min) Years Job Description We have partnered with a Financial Services firm in the Pittsburgh, PA area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested. Prioritized Must Have Skills For The Financial Consultant #1. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire. #2. Must have at least 5 years experience as a Financial Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities Of The Financial Consultant Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needsDiscuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life eventsWork with the advisory team to implement investment plans and coordinate adjustmentsMonitor client investment portfolios and performanceCommunicate insights for clients regarding essential contributors and detractorsAdvise high net worth clients as needed and consult mid-market institutional clientsCoordinate the creation of detailed wealth management plans for individualsOrganize the creation consulting reports for institutionsHelp present plans to clients effectively and clearlyActively seek new business opportunitiesDevelop essential knowledge of our financial planning software and technologyClearly and regularly track all client and prospect interactions using our CRM (Salesforce)Participate in regular internal meetingsWork on a schedule that best suits client needs Requirements Of The Financial Consultant Bachelor s degree or higher5+ years relevant experienceSeries 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hireCertified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designationExperience with Salesforce.com, Sales Navigator, and LinkedIn is preferredA proven record of achieving new business a plus Other Key Requirements Remote role but MUST be Pennsylvania resident.No Schwab employees!In office opportunity. Benefits Of The Financial Consultant Medical InsuranceDental InsuranceProfit Sharing