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One Pacific Financial Strategies · 6 hours ago

Financial Consultant

Frankfort, IL

Full-time

Hybrid

New Grad, Entry Level

$50K/yr - $250K/yr

One Pacific Financial Strategies is seeking a driven individual looking to work in the finance industry as a Financial Consultant with unlimited growth potential and optimal work/life balance. The role involves analyzing financial information, providing planning education, and building client relationships to help clients meet their financial objectives.

Asset ManagementFinancial ServicesRisk Management

No H1B

U.S. Citizen Only

Responsibilities

Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives

Provide financial planning information/education to clients about the purpose and details of financial products, services and strategies

Build and maintain client base, keep client financial and investment plans up-to-date and acquire new clients on an ongoing basis

Provide knowledgeable, objective finance & financial planning guidance and customized financial strategies to consumer segments that demand high quality services

Qualification

Financial PlanningClient Relationship ManagementInvestment StrategiesCertified Financial Planner (CFP)Interpersonal SkillsCommunication AbilitiesSelf-MotivationTeam Player

Required

Completed four-year bachelor's college degree

Must be a US Citizen or permanent resident

Desire for optimal work/life balance career

Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships

Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial and investment futures

Passion for winning and desire an opportunity for high income potential

Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

You don't need to have a background in finance or economics to be a successful Financial Consultant

English (Required)