Financial Consultant

Novoa & Associates Financial Services; United States; Remote; USD 80,000 - 130,000; Full time

Job summary

A financial consulting firm in the United States is seeking a Financial Consultant to help clients achieve their financial goals. The ideal candidate will have exceptional communication skills and a passion for delivering outstanding service. Responsibilities include executing customer service, compiling financial information, and designing customized financial plans. Compensation ranges from $80,000 to $130,000 yearly.

Qualifications

• Strong willingness to learn and help clients achieve their financial goals.
• Ability to thrive in a team-driven environment and work independently.
• Attention to detail and calmness under pressure.

Responsibilities

• Execute exceptional customer service to existing clients.
• Compile financial information to determine financial goals.
• Identify and establish prospects as trusted advisors.
• Design customized financial plans for clients.

Skills

Exceptional communication skills

Multitasking

Time management

Job description

Overview

Are you interested in starting your career as a Financial Consultant and helping clients achieve their financial goals? We want to hear from you! The ideal candidate will possess a strong willingness to learn, excellent communication skills, and a passion for delivering exceptional service. If you’re eager to build lasting relationships, grow your industry knowledge, and make a positive impact, we’d love to see your application! Apply today to join our team!

Responsibilities

• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs

Qualifications

We’re seeking individuals who are passionate about helping others and are eager to grow in the financial consulting field. If you’re someone who:

• Has exceptional communication skills, both written and verbal.
• Thrives in a team-driven environment but can also work independently.
• Pays close attention to detail and excels in multitasking and time management.
• Can stay calm and positive under pressure.
• Is committed to providing outstanding client service.

If this sounds like you, you’ll have the foundation to thrive at Novoa & Associates Financial Services!

Compensation

$80,000 - $130,000 yearly