What are the responsibilities and job description for the Senior Financial Consultant position at Elevated Financial Management?
Company Overview
Elevated Financial Management is a leading provider of comprehensive financial solutions. Our team of experts is dedicated to helping individuals achieve their long-term financial goals.
Job Summary
We are seeking an experienced Financial Advisor to join our team in Renton, WA. As a Financial Advisor, you will be responsible for meeting with pre-scheduled prospects to assess their financial needs and develop tailored retirement planning solutions.
Key Responsibilities
- Meet with clients to understand their financial objectives and develop personalized plans to achieve those goals.
- Present retirement planning solutions focusing on Assets Under Management (AUM) and Fixed Indexed Annuities (FIAs).
- Provide educational resources to clients on investment strategies and retirement income planning.
- Build and maintain strong, long-term relationships with clients.
Requirements
- Life Insurance License and Series 65 (or equivalent)
- Minimum of 3 years' experience in financial advisory or retirement planning
- Proven ability to close business and convert prospects into clients
- Strong knowledge of retirement planning, annuities, and tax-efficient investment strategies
- Exceptional interpersonal and communication skills
