What are the responsibilities and job description for the Junior Financial Consultant position at Wealth Services?
About Us:
- We are a dynamic and innovative company that empowers individuals to achieve their financial goals. We foster a supportive and collaborative environment where our team members can thrive and build successful careers.
- We are a rapidly growing financial services firm dedicated to providing personalized financial guidance to our clients. We believe in creating a positive impact on people's lives by helping them achieve financial security and independence.
About the Role:
We are seeking a highly motivated and results-oriented Junior Financial Consultant to join our team. In this role, you will have the opportunity to:
- Gain valuable experience in the financial services industry.
- Develop strong client relationships and provide exceptional customer service.
- Learn and apply financial planning principles and strategies.
- Receive comprehensive training and mentorship from experienced professionals.
- Build your own financial consulting agency within our supportive framework.
Responsibilities:
- Conduct initial client consultations and gather financial information.
- Analyze client financial situations and identify areas for improvement.
- Develop and present personalized financial plans to clients.
- Educate clients on financial concepts and strategies.
- Maintain accurate client records and documentation.
- Participate in ongoing professional development and training.
- Contribute to the growth and success of the team.
Qualifications:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Highly motivated and results-oriented with a strong work ethic.
- Entrepreneurial mindset with a desire to build a successful career.
Benefits:
- Competitive compensation
- Comprehensive training and mentorship
- Opportunity for professional growth and advancement
- Flexible work arrangements
- Supportive and collaborative team environment.
Job Type: Part-time
Pay: Up to $85,000.00 per year
Expected hours: No less than 10 per week
Benefits:
- Financial planning services
- Retirement plan
Compensation Package:
- 1099 contract
- Bonus opportunities
- Stock options
Experience:
- Sales: 1 year (Preferred)
Work Location: In person
Salary : $85,000