Financial Consultant – Join a Leading Investment Firm!

Location: Remote (must be based in Indiana)

About Us: We’re excited to partner with a prestigious investment firm based in New York, renowned for serving a diverse clientele that includes individual investors, financial advisors, Taft-Hartley plans, small businesses, institutions, and non-profits.

Position Overview: We are on the hunt for an experienced Financial Consultant to become a key player in this dynamic firm. In this remote role, you will build and nurture relationships with a variety of clients, including high net worth individuals, endowments, foundations, businesses, and qualified plans. Your expertise will be central to delivering comprehensive financial services such as retirement planning, estate plan reviews, tax planning, and insurance advice.

Key Responsibilities:

• Client Engagement: Develop deep trust and rapport with clients, becoming their primary advisor for wealth management.
• Investment Consultation: Discuss and tailor investment strategies based on clients' goals, risk tolerance, asset allocation preferences, and life events.
• Collaboration: Work closely with the advisory team to implement and refine investment plans.
• Monitoring & Reporting: Track client portfolios, provide insights, and create detailed wealth management plans and consulting reports.
• Business Development: Actively seek new business opportunities and leverage your strong networking skills.
• Technology Utilization: Master the firm’s financial planning software and CRM (Salesforce).

Qualifications:

• Education: Bachelor’s degree or higher.
• Experience: 5+ years in financial consulting.
• Licenses: Series 6, 63, & 65 or Series 7 & 66 (or willingness to obtain).
• Certifications: Certified Financial Planner™ (CFP) or similar preferred (or willingness to pursue).
• Skills: Proficiency in Salesforce.com, Sales Navigator, LinkedIn, and a track record of generating new business.
• Background: No disclosures on FINRA BrokerCheck.

Perks:

• Health, dental, and vision insurance
• Employer HSA contribution
• Opt-out credit
• 401k employer match
• Paid volunteer days
• Gym reimbursement
• Free access to a Workplace Financial Advisor
• Compensation: $75-150k base salary, with additional incentive/commission-based earnings.

Why This Role? Join a firm recognized for its commitment to excellence and innovation in investment services. Enjoy the flexibility of a remote role while leveraging your expertise to drive growth and success. If you’re a motivated financial professional with a passion for client relations and business development, apply today!

Apply Now and Elevate Your Career!