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Financial Consultant Job |
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| Item ID#: |
2173970 |
Seller Area: |
Kansas
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Views: |
7 |
| Seller ID#: |
692688 |
Item Location: |
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Expires: |
13 days |
| Price: |
$Unspecified |
Available To: |
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FINANCIAL CONSULTANT POSITION
Description:
A Financial Consultant combines personal skills for the purpose of helping clients realize their financial goals. Financial Consultants use extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Consultants are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Consultants have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public. We offer 60% payout: Consultants are required to pay for all their own expenses paper work, marketing, license fees, E&O insurance, etc. there is no minimum production requirement!! You can work from home: create your own office, virtual office. You will work under our firm name. Your clients are your clients, no non-compete clause,
Responsibilities:
Develop and cultivate your own client base. Prospect and service clients business.
Analyze investment opportunities and client needs, and recommend appropriate strategies.
Build client relationships bases upon developing strategies to their financial goals through the use of financial planning and wealth management.
Market and sell appropriate investment products, financial and wealth management services/products to clients.
Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
Attend Financial Consultants meetings and continuing education sessions to stay current about products, services and policies.
Comply with all industry rules and regulations.
Ability to create a sales and marketing strategy for new client relationships.
Requirements
Minimum Qualifications
Track record of successful work experience for a period of three to five years.
Ability to acquire the series 6 or 7 and 65 or 66 registrations and life and health. And additional licensing needed to assist in building a career as a Financial Advisor.
Excellent written and oral communication skills.
A bachelor's degree is preferred with business experience and proven success in a previous career.
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