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Powerwell · 1 day ago

Financial Consultant

United States

Full-time

Remote

Mid, Senior Level

$75K/yr - $150K/yr

5+ years exp

Powerwell is a leading recruitment firm helping our clients discover top talent. As a Financial Consultant, you will collaborate with clients to develop relationships and provide tailored financial advice, including retirement planning and investment strategies.

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Hiring Manager

Francisco Garin

Responsibilities

Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs

Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events

Work with the advisory team to implement investment plans and coordinate adjustments

Monitor client investment portfolios and performance

Communicate insights for clients regarding essential contributors and detractors

Advise high net worth clients as needed and consult mid-market institutional clients

Coordinate the creation of detailed wealth management plans for individuals

Organize the creation consulting reports for institutions

Help present plans to clients effectively and clearly

Actively seek new business opportunities

Develop essential knowledge of our financial planning software and technology

Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)

Participate in regular internal meetings

Work on a schedule that best suits client needs

Qualification

Series 6& 65Certified Financial PlannerSalesforce.comFinancial planning softwareNetworkingLead generationConsultative salesClient relationship management