Financial Consultant

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

$75,000+ at plan

• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

• FINRA Series 7 and 66

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.