What are the responsibilities and job description for the Lead Financial Consultant position at Accede LLC?
Job Details
Job Title: Lead Financial Consultant
Location: Amherst, MA (Onsite)
Job Type: Full-Time
Job Summary:
We are seeking a highly motivated and client-focused Financial Services Representative with a strong background in the sales and servicing of investment and insurance products. The ideal candidate will have a proven track record of building and maintaining client relationships while delivering financial solutions tailored to client needs. This role requires active licensing and deep knowledge of financial products.
Key Responsibilities:
- Proactively sell and service a broad range of investment and insurance products, including mutual funds, annuities, life insurance, and retirement solutions.
- Conduct thorough client needs analysis to provide personalized financial advice and product recommendations.
- Develop new business through client referrals, networking, and community involvement.
- Maintain and deepen existing relationships by offering ongoing financial reviews and servicing support.
- Ensure compliance with industry regulations and maintain high ethical standards in all client interactions.
- Stay current with financial market trends, products, and regulatory updates.
- Collaborate with internal teams and external partners to ensure a seamless client experience.
Required Qualifications:
- 5 years of experience in sales and service of investment and insurance products and services
- Active Series 7 and Series 63 or Series 66 licenses
- Life, Accident, and Health Insurance License (must be current)
- Strong interpersonal, communication, and relationship-building skills
- Self-starter with a client-centric mindset and goal-driven approach
Preferred Qualifications:
- Certified Financial Planner (CFP ) designation is highly preferred
- Experience working in a bank, credit union, or wealth management firm
- Knowledge of CRM tools and financial planning software
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
Salary : $100,000 - $120,000
