What are the responsibilities and job description for the Financial Services Consultant position at Invita Financial?
Company Overview
\Invita Financial is a rapidly growing independent RIA dedicated to empowering financial advisors to excel in their careers. We provide a steady stream of pre-qualified leads, extensive marketing support, and a structured system to help you succeed in serving mass-affluent, retirement-aged clients.
Key Responsibilities
- Conduct client meetings with pre-scheduled, pre-qualified prospects provided by the firm.
- Develop customized financial plans tailored to each client's retirement goals, risk tolerance, and financial situation.
- Present and recommend fee-based AUM solutions and fixed-indexed annuities as primary offerings, with occasional use of life insurance or other financial products.
- Educate clients on investment strategies, retirement income planning, tax efficiency, and asset protection.
- Follow the firm's structured sales and planning process to guide clients through decision-making and implementation.
- Maintain detailed client records and documentation in CRM and portfolio management systems.
- Collaborate with internal operations, compliance, and support teams to ensure seamless onboarding and servicing of new clients.
- Stay informed on market trends, regulatory updates, and financial planning strategies relevant to retirement-focused clients.
