Financial Consultant

Job Overview
We are seeking a knowledgeable and motivated Financial Consultant to join our team. In this role, you will provide expert financial advice to clients, helping them navigate complex financial landscapes and achieve their financial goals. You will leverage your expertise in areas such as estate planning, investment management, and wealth management to deliver tailored solutions that meet the unique needs of each client.

Responsibilities

• Conduct comprehensive financial analyses to assess clients' financial situations and develop personalized financial plans.
• Provide guidance on estate planning, including wills, trusts, and estate law to ensure clients' assets are protected and effectively managed.
• Advise clients on investment management strategies, portfolio management, and asset allocation to optimize returns while managing risk.
• Stay informed about securities law and tax regulations to provide clients with accurate and compliant advice.
• Build and maintain strong customer relationships through effective communication and exceptional service.
• Utilize financial software for data analysis, reporting, and client presentations.
• Collaborate with other professionals in the financial services industry to enhance service offerings and client satisfaction.
• Continuously research market trends and financial concepts to provide clients with up-to-date information and innovative solutions.

Requirements

• Proven experience in financial sales or consulting with a strong understanding of financial concepts and services.
• Knowledge of estate planning, tax experience, wills, trusts & estate law is highly desirable.
• Strong analytical skills with the ability to perform detailed financial analysis and cash management.
• Proficiency in accounting principles including corporate accounting, public accounting, and technical accounting.
• Excellent math skills with the ability to interpret complex data effectively.
• Experience in customer relationship management and banking is a plus.
• Familiarity with investment management strategies and portfolio management techniques is essential.
• Strong research skills with the ability to stay updated on industry trends and regulations.
• Effective sales skills with a focus on building long-term client relationships. Join our team as a Financial Consultant where you can make a significant impact on clients' lives by helping them achieve their financial aspirations through expert guidance and personalized service.

Job Types: Full-time, Part-time

Pay: $54,112.38 - $101,296.63 per year

Expected hours: No more than 40 per week

Work Location: Remote