Financial Consultant

Powerwell; City of Syracuse (NY); Remote; USD 75,000 - 150,000; Full time

Job summary

Powerwell is seeking a Financial Consultant to develop client relationships and provide comprehensive wealth management services. The role requires establishing trust with clients, advising on investments, and must possess strong financial acumen. Ideal candidates will have significant experience, relevant certifications, and a proactive approach to business development.

Benefits

Employer HSA contribution

Opt out credit

Gym reimbursement

Free access to a Workplace Financial Advisor

Qualifications

• 5+ years relevant experience in financial consulting.
• Series 6, 63, & 65 or Series 7 & 66 required or willingness to pursue.
• Certified Financial PlannerTM or comparable designation preferred.

Responsibilities

• Establish trust with clients and serve as the main advisor.
• Discuss investment goals considering risk tolerance and asset allocation.
• Monitor client portfolios and provide insights.

Skills

Client Relationship Management

Investment Strategy Development

Financial Planning

Monitoring Portfolios

Business Development

Education

Bachelor's degree or higher

Tools

Salesforce.com

Sales Navigator

LinkedIn

Job description

Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant.

SUMMARY

As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include : retirement planning / cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.

You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management and be located in Michigan.

LOCATION : Remote – Must be located in Syracuse, NY

ESSENTIAL 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.

REQUIRED SKILLS / EXPERIENCE :

• Bachelor’s degree or higher.
• 5+ years’ relevant experience.
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
• Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation.
• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.
• A proven record of achieving new business a plus.

PERKS :

• Employer HSA contribution
• Opt out credit
• Gym reimbursement
• Free access to a Workplace Financial Advisor
• Compensation : $75K-150k base salary; additional incentive / commission-based compensation expected.

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Financial Consultant • Syracuse, NY, United States