[Remote] Financial Consultant

Note: The job is a remote job and is open to candidates in USA. Powerwell is a recruitment firm helping clients discover top talent. They are seeking a Financial Consultant to advise individuals and institutional clients on wealth management, develop investment and financial planning solutions, maintain client relationships, and generate new business opportunities.

Responsibilities

• 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

Skills

• Candidates must be located in the Cleveland, OH region and will be allowed to work remote
• Candidates must be based in Cleveland, OH, or the surrounding areas
• Bachelor's degree or higher
• Over five years' relevant experience
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
• Comfortable working in a new territory with no existing client base
• Be able to network well, find your own leads, create leads, and follow up on leads
• A proven record of achieving new business
• Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred

Benefits

• Health, Dental & Vision Insurance
• Employer HSA Contribution
• Opt Out Credit
• 401(k) Employer Match
• Paid Volunteer Days
• Gym Reimbursement
• Free Access to a Workplace Financial Advisor
• Additional incentive/commission-based compensation expected
• This position is remote

Company Overview