Financial Consultant

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!Responsibilities:Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial productsIdentify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisorResearch and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesCustomize financial plans for each client based on potential life changes and changing financial needsEnsure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications:CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are requiredExperience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essentialExemplary communication skills, math skills, relationship skills, and customer service skills are vitalRequires a Bachelor's degree in finance, business administration, or related fieldSuccess as a financial planner, personal financial advisor, financial analyst, or financial consultant is desiredAbout Company:Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.