Financial Services Consultant
1 week ago
As a **Financial Services Consultant **, you will live out this value each day as you work directly with clients as their financial life coach, helping them improve their lives by empowering them to reach their financial goals, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping clients make sense of their financial lives in actionable ways.
**Key Deliveries**:
- Able & willing to learn and adaptable
- Superb communication, organizational, and client service skills
- Passion for people, developing relationships and building your network
- Goal-oriented with a focus on achieving sales success
- Understand the value of building long-term relationships
- Excellent computer skills along with the ability to learn in-house software and tools
- Ability to provide constructive feedback: we continue to enhance our platform and rely on our team’s feedback for improvement
- Confident, motivated individual who works well independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills
- Able to multi-task, follow through and follow-up
**Core Responsibilities**:
- Serve as a financial life coach for clients to help them identify their passions and achieve their goals/objectives by providing comprehensive financial planning and a high-quality client experience during every interaction
- Prepare for client meetings by collecting, organizing, and synthesizing client data within a financial planning context, all while using our in-house technology
- Partner with team members to manage operational items including assisting with reviewing client portfolios and recommending savings, protection and investment solutions based on client risk/goals, coordinating client withdrawal needs and tax strategies for assets
- Participate in weekly team meetings that provide feedback and continued education opportunities
- Partner with team members to manage webinars on critical planning topics including cash flow planning, debt management, investment management and other personalized needs
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