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Senior Financial Consultant

AscendHire Inc.
Bay, FL Full Time
POSTED ON 4/22/2025
AVAILABLE BEFORE 5/20/2025

Senior Financial Consultant

AscendHire-Inc.

We seek an experienced financial professional to establish long-term relationships with existing clients, crafting intricate financial plans and providing expert guidance on wealth management and retirement planning strategies.

Your Role in Catalyzing Growth

In our Investor Center, you will serve as a trusted advisor, expanding the firm's brand through face-to-face client interactions, leveraging an open architecture product suite and industry-leading resources.

Unlock Exceptional Value

  • No longer spending time on cold calls and sourcing new clients, you can make an impact in your clients' lives through deepening relationships and complex financial planning.
  • You can leverage your integrity, insights, and planning acumen to help clients secure their financial future.
  • Deliver comprehensive investment solutions and retirement plans that cater to the immediate and future needs of high-net-worth clients.
  • Showcase your expertise in interpersonal communication by forging long-lasting relationships.
  • Be a driving force for positive change, both for clients and within the community.
  • Expertise We Are Looking For

  • A Bachelor's degree is preferred; however, experience counts.
  • Active Series 7 & 66 (or 63 & 65) licenses - non-negotiable.
  • CFP or CRPC certification is an enormous plus.
  • Previous success in building client relationships, uncovering needs, and recommending solutions.
  • 5 years of financial planning experience.
  • A proactive mindset centered around client satisfaction and problem-solving.
  • We Invest in You

    We consider our people as our most valuable asset and offer a holistic rewards structure, which includes:

    • A competitive base salary range of $70,000 – $75,000 per year. The base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package also includes guaranteed quarterly bonuses or other variable compensation.
    • Robust benefits designed for you and your family's well-being.
    • Diverse training opportunities to advance your career: in-branch, regional, national, and virtual platforms.

    Salary : $70,000 - $75,000

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