Job Description

Overview

Embark on an exciting journey as a Junior Financial Consultant, where you will play a vital role in guiding clients through complex financial landscapes and helping them achieve their wealth management goals. This dynamic position offers the opportunity to develop foundational expertise in financial planning, investment management, and estate strategies while working alongside seasoned professionals. Your energetic approach and passion for finance will drive meaningful client interactions, foster trust, and support the growth of their financial futures. Whether you're just starting your career or seeking to deepen your knowledge in financial services, this role provides a platform for professional development and impactful contribution.

Responsibilities

Assist clients in developing comprehensive financial plans tailored to their personal goals. Engage with clients to understand their needs, answer questions about securities law, banking products, and wealth management solutions Maintain accurate records of client interactions, transactions, and compliance documentation following technical accounting standards Support sales efforts by assisting in the presentation of financial products and services that meet client needs while adhering to regulatory requirements

Skills

Strong understanding of financial concepts including investment management, cash management, and wealth management principles Proficiency in financial analysis techniques using industry-standard software tools Excellent math skills for precise calculations related to tax experience and financial modeling Ability to communicate complex financial ideas clearly and confidently to clients with diverse backgrounds Customer relationship management skills to build trust and foster long-term client partnerships Experience or interest in sales within the financial services sector to promote suitable products and solutions Licenses 6,65 or 66 preferred but would train the right individual and help with the licensing.
Join us as a Junior Financial Consultant where your enthusiasm for finance meets a supportive environment dedicated to your growth. Together, we'll empower clients to make informed decisions that shape their financial futures!

Job Type: Full-time

Pay: $58,170.57 - $80,000.00 per year

Benefits:

401(k)
Work Location: Remote