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One Pacific Financial Strategies · 2 hours ago

Financial Consultant

Carlsbad, CA

Full-time

Hybrid

New Grad, Entry Level

$50K/yr - $250K/yr

One Pacific Financial Strategies is an Independent Financial Services Firm seeking a driven individual for the role of Financial Consultant. The position involves analyzing financial information, providing financial planning education, and building client relationships to help clients meet their financial objectives.

Asset ManagementFinancial ServicesRisk Management

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 managementCertified Financial Planner (CFP)Chartered Financial ConsultantInterpersonal skillsCommunication abilitiesSelf-starterTeam player

Required

completed four-year bachelors 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)