Financial Consultant

Powerwell; Cleveland (OH); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Employer HSA Contribution

Opt Out Credit

401(k) Employer Match

Free Access to a Workplace Financial 


Job summary

Powerwell is seeking a Financial Consultant to collaborate with clients and expand the advisory practice across high net worth individuals, endowments, foundations, and institutions.

You will work remotely from the Cleveland, OH region, reporting to the Managing Director of Wealth Management, and will build wealth plans, manage investment goals, and present strategies to clients with a consultative sales focus.

Qualifications

• Bachelor’s degree or higher.
• Over five years’ relevant experience.
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
• Certified Financial PlannerTM or comparable designation preferred, or willing to pursue.
• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.
• Must be able to pass a FINRA BrokerCheck with no disclosures on their background.
• Be able to network well, find your own leads, create leads, and follow up on leads.
• A proven record of achieving new business.
• Employer HSA Contribution
• Opt Out Credit
• 401(k) Employer Match
• Free Access to a Workplace Financial Advisor

Responsibilities

• Establish trust as the main advisor for client wealth management needs.
• Discuss investment goals with consideration to risk tolerance, asset allocation, cash flow, and taxes.
• Implement investment plans with the advisory team.
• Monitor client portfolios and performance.
• Communicate insights on contributors and detractors.
• Advise high net worth and mid-market institutional clients.
• Create wealth management plans for individuals.
• Prepare consulting reports for institutions.
• Present plans to clients clearly and effectively.
• Actively seek new business opportunities.
• Develop knowledge of our financial planning software and technology.
• Track all client and prospect interactions in Salesforce.
• Participate in regular internal meetings.
• Work on a schedule that best suits client needs.

Skills

Lead generation

Relationship building

Consultative sales

Financial planning knowledge

Education

Bachelor’s degree or higher

Tools

Salesforce

Sales Navigator

LinkedIn

Job description

Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote.

Summary:

As a Financial Consultant, you will collaborate with our current client's clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our client's 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.

Location:

This position is remote; however, candidates must be based in Cleveland, OH, or the surrounding areas. Candidates outside of these locations will not be considered.

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.

Qualifications:

• Bachelor’s degree or higher.
• Over five 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.
• Must be able to pass a FINRA BrokerCheck with no disclosures on their background.
• Comfortable working in a new territory with no existing client base.
• Be able to network well, find your own leads, create leads, and follow up on leads.
• A proven record of achieving new business.
• Employer HSA Contribution
• Opt Out Credit
• 401(k) Employer Match
• Free Access to a Workplace Financial Advisor
• Compensation: $75k-150k base salary depending on experience; additional incentive/commission-based compensation expected.