Financial Consultant - Personal Wealth Management

Description

Are you passionate about helping people achieve their financial goals and secure their futures? In this role, you will have the opportunity to make a meaningful difference in the lives of those you serve by guiding individuals through important life decisions and offering personal wealth management strategies. Every member of our team plays a vital role in improving clients’ financial well-being.

Why You’ll Love Working Here

Enjoy deep satisfaction from aiding clients in reaching their financial objectives, while being empowered to support causes that matter to you. We pride ourselves on fostering an inclusive environment where everyone is encouraged to thrive both professionally and personally.

Your Future Starts Now

Join our growing Personal Wealth sales team, where you will provide essential guidance to customers during key life moments, focusing on their retirement savings goals through options like 401(k) and IRA products. New Financial Consultants can advance to Senior Financial Consultant roles, increasing both expertise and earning potential.

What You'll Do

• Offer phone-based guidance to customers during important life events, such as starting or leaving employment, by helping them navigate employer-sponsored retirement plans.
• Discuss available account options like 401(k)s and IRAs to align with the customer's retirement savings goals.
• Educate customers on retirement plan details, assisting them in comparing options to meet their long-term financial objectives.
• Strengthen customer relationships by providing valuable insights and support, building trust with every interaction.
  
  

What You'll Bring

• Bachelor's degree or a combination of relevant education and professional experience.
• At least 1 year of sales experience, ideally in inside sales.
• Ability to obtain or currently possess FINRA 7 & 63 licenses, with a willingness to complete required fingerprinting and registration within set timelines.
• Self-motivated with a drive to learn quickly and work independently.
• Strong sales, relationship management, and customer service skills.
• Excellent problem-solving skills, with the ability to engage customers, ask insightful questions, and offer thoughtful solutions.
  
  

What Will Make You Stand Out

• Experience in inbound or phone-based sales.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, etc.).
• Quick adaptability to new systems, with prior experience in Salesforce a plus.
• Knowledge of IRAs, retirement products, and qualified retirement plan environments.
• A growth-oriented mindset focused on achieving both individual and team sales goals.
  
  

Location & Flexibility

This is a remote position, offering flexibility to work from anywhere in the U.S.

Join Our Inclusive Team

We believe that diversity strengthens our team and are committed to fostering an inclusive work environment. We welcome applications from individuals of all backgrounds, regardless of age, race, color, national origin, gender, sexual orientation, gender identity, religion, disability, or veteran status.

Employment Type: Full-Time