Financial Advisor

Join to apply for the
Financial Advisor
role at
Venture Smarter .
This range is provided by Venture Smarter. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$54,000.00/yr - $60,000.00/yr
Venture Smarter was founded by experts in law, finance, and strategy who saw a need for a more holistic approach to business consultancy. United by core values of innovation, integrity, and impact, we offer a 360-degree suite of solutions tailored to each client's needs. Over the years, we've successfully guided businesses through growth, market transitions, and legal complexities. As we look to the future, we're excited to continue being the catalyst that propels businesses to new heights. Join us in venturing smarter. Our mission is to be the driving force behind your business success. We offer specialized consultancy services that address your legal and business challenges, propelling you towards a future of limitless opportunities. By integrating innovation, integrity, and impact into our approach, we create tailored solutions that not only solve immediate issues but also position you for long-term growth. We're not just consultants; we're your partners in navigating the complex landscape of business evolution.
The Role
Earn up to $5,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters. As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.
Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.
Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.
If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company.
Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out – you'll know we're the place to be.
What The Job Entails
Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.
Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.
Stay updated on financial trends and perform market research to identify investment opportunities.
Ensure all financial plans and transactions comply with industry regulations and standards.
Job Requirements
A bachelor's degree in finance, economics, business, or a related field.
Minimum of 5 years of experience in sales, preferably in a tech or consulting industry.
Strong analytical and problem-solving skills.
Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders.
In-depth knowledge of financial products and services.
Ability to build and maintain client relationships.
Proficiency in financial software and tools.
High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset.
What's on Offer?
Join a market leader within Venture Capital / Private Equity
Fantastic work culture
Leadership Role
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries: Venture Capital and Private Equity Principals
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