What are the responsibilities and job description for the Financial Consultant position at Omega Wealth Private Capital, LLC?
Unlock Your Earning Potential with a High-Performance Role
At Omega Wealth Private Capital, we're seeking experienced Financial Consultants to join our team in Crestview Hills. As a closer, you'll excel at converting pre-scheduled, pre-qualified client meetings into business. No prospecting required - our firm provides all marketing, lead generation, and appointment scheduling.
Why Join Our Team?
- Pre-Qualified Appointments – No cold calling or prospecting.
- Independent RIA – No broker-dealer affiliations.
- High-Performance Culture – Competitive environment with structured advancement opportunities.
- Aggressive Growth Plan – Be part of an expanding firm focused on retirement planning.
- Leadership Potential – Compete to earn a lead advisor role.
Key Responsibilities:
- Conduct consultations to assess financial goals, risk tolerance, and retirement planning needs.
- Develop and present customized financial plans aligned with each client's objectives.
- Recommend and implement fee-based AUM solutions and fixed-indexed annuities as primary strategies.
- Closely work with operations, compliance, and client service teams to ensure smooth onboarding and management.
Requirements:
- Bachelor's degree in Finance, Business Administration, Economics, or a related field preferred.
- 3 years of experience as a Financial Advisor, Wealth Manager, or similar client-facing sales role.
- Proven track record of closing business in a high-volume, appointment-based sales environment.
