Financial Consultant

Ironclad Wealth Partners; Newark (NJ); Remote; USD 30,000 - 100,000; Part time

Job summary

An established industry player is seeking motivated Consultants for a part-time, commission-based role with unlimited earning potential. This position offers the flexibility to work closely with clients, assessing their financial needs and developing tailored strategies to help them achieve their financial goals. Ideal candidates will possess strong problem-solving skills and excel in client relationship management. With comprehensive training provided, this role is perfect for professionals looking to supplement their income or transition into a rewarding career in finance. Join a supportive team and make a meaningful impact on clients' financial well-being while advancing your career.

Benefits

Flexible hours

Uncapped earning potential

Training options

Qualifications

• Strong problem-solving and client relationship management skills are essential.
• Sales experience in the finance sector is a plus.

Responsibilities

• Conduct assessments of clients' financial situations and develop personalized plans.
• Provide ongoing support and guidance on financial decisions and investment opportunities.

Skills

Problem-Solving

Client Relationship Management

Sales Skills

Analytical Skills

Communication Skills

Education

No formal education required

Job description

Job Summary

We are looking for 4 motivated and experienced Consultants to join our team in a part-time, 100% commission-based role with uncapped earning potential. While financial industry experience is not required, the ideal candidate will have a strong background in problem-solving and client relationship management. In this role, you will work closely with clients to understand their needs and help develop tailored strategies to meet their financial objectives. The position involves learning about financial concepts, building personalized plans, and ensuring compliance with relevant regulations. This is a great opportunity to apply your expertise, with flexible hours, and unlimited earning potential, while making a significant impact by guiding clients toward their financial goals. This job is perfect for the professional already employed and looking to either supplement their income or eventually replace their job.

Responsibilities

1. Conduct comprehensive assessments of clients' financial situations, including income, expenses, and investment portfolios.
2. Develop personalized financial plans that align with client's objectives, including tax strategies, estate planning, and cash management.
3. Provide ongoing support and guidance to clients regarding their financial decisions and investment opportunities.
4. Maintain strong customer relationship management practices to foster trust and long-term client partnerships.
5. Stay updated on industry trends, tax laws, and regulatory changes to provide informed advice.
6. Collaborate with other financial professionals to ensure a holistic approach to client service.
7. Conduct research on market trends and investment options to enhance client portfolios.
8. Assist in preparing reports and presentations for clients regarding their financial status.

Experience

1. No Experience Required. We offer training options.
2. Demonstrated ability in sales and customer relationship management within the finance sector.
3. Excellent analytical skills with a focus on management and financial sales strategies.
4. Strong communication skills to effectively convey complex financial concepts to clients.

Join our team as a Financial Consultant where you can make a significant impact on clients' financial well-being while advancing your career in a supportive environment!