Financial Consultant
One Pacific Financial Strategies is an Independent Financial Services Firm seeking a driven individual for the role of Financial Consultant. The position involves analyzing financial information, providing financial planning education, and building client relationships to help clients meet their financial objectives.
Responsibilities
- Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives
- Provide financial planning information/education to clients about the purpose and details of financial products, services and strategies
- Build and maintain client base, keep client financial and investment plans up-to-date and acquire new clients on an ongoing basis
- Provide knowledgeable, objective finance & financial planning guidance and customized financial strategies to consumer segments that demand high quality services
Skills
- Completed four-year bachelors college degree
- Must be a US Citizen or permanent resident
- Desire for optimal work/life balance career
- Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial and investment futures
- Passion for winning and desire an opportunity for high income potential
- Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
- You don't need to have a background in finance or economics to be a successful Financial Consultant
- English (Required)
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Company Overview