Financial Consultant

Powerwell; New York (NY); Remote; USD 75,000 - 150,000; Full time

Job summary

Join a leading recruitment firm as a Financial Consultant, where you will leverage your expertise to build strong relationships with clients, guiding them through wealth management and investment planning. This role offers the opportunity to work remotely while collaborating with a dedicated advisory team. You will engage with high net worth individuals and institutions, providing tailored financial solutions and strategies. With a focus on client success and business growth, this position is perfect for a driven professional looking to make a significant impact in the financial sector.

Benefits

Employer HSA contribution

Opt out credit

Gym reimbursement

Free access to a Workplace Financial Advisor

Medical insurance

Vision insurance

401(k)

Qualifications

• 5+ years of relevant experience in financial consulting.
• Ability to develop and maintain client relationships.

Responsibilities

• Establish trust with clients for wealth management needs.
• Monitor client investment portfolios and performance.
• Actively seek new business opportunities.

Skills

Wealth Management

Client Relationship Management

Investment Planning

Sales Skills

Networking

Education

Bachelor's degree

Certified Financial PlannerTM

Tools

Salesforce

Sales Navigator

LinkedIn

Job description

3 weeks ago Be among the first 25 applicants

This range is provided by Powerwell. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $150,000.00/yr

Additional compensation types

Commission

Direct message the job poster from Powerwell

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.

Location:

This position is remote; however, candidates must be within a 1-2 hour drive of Buffalo NY or you 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.
• 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.
• 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
• Gym reimbursement
• Free access to a Workplace Financial Advisor
• Compensation: $75k-150k base salary depending on experience; additional incentive/commission-based compensation expected.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Consulting, and Finance

• Industries

  Staffing and Recruiting

Referrals increase your chances of interviewing at Powerwell by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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