Financial Consultant Job at VeeRteq Solutions Inc., Dallas, IA

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  • VeeRteq Solutions Inc.
  • Dallas, IA

Job Description

Job Title : Financial Consultant

Location : Remote

Prioritized Must Have Skills for the Financial Consultant:

#1. Must have Series 6 63 & 65 or Series 7 & 66 required or willing to pursue upon hire.

#2. Must have at least 5 years experience as a Financial Sales consultant.

#3. Must be able to build a book of business

#4. No more than 3 jobs in the past 10 years.

Responsibilities of the Financial Consultant:

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). Current investment services include: retirement planning/cash-flow modeling estate plan reviews and recommendations tax planning and insurance advice.

  • 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

Requirements of the Financial Consultant:

  • Bachelors 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 Sales Navigator and LinkedIn is preferred
  • A proven record of achieving new business a plus

Other Key Requirements:

  • Remote role but MUST be Cleveland resident.
  • No Schwab employees!
  • In office opportunity.
  • No sponsorships or visa holders. No Corp to Corp.

Job Tags

Full time, Work at office, Remote work,

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