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.

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