Note: The job is a remote job and is open to candidates in USA. The Great Giveback is a mission-driven financial services organization that helps individuals, families, and businesses pursue long-term financial wellness. The Wealth Management Consultant will assess clients’ financial goals and risk tolerance, develop personalized wealth strategies, recommend financial products, and maintain ongoing client relationships while collaborating with other professionals.
Responsibilities
- Client Engagement – Build meaningful relationships by assessing clients’ financial situations, goals, and risk tolerance
- Personalized Financial Planning – Develop customized strategies for wealth-building, retirement, estate planning, and risk management
- Product & Solution Recommendations – Offer guidance on financial products, including mutual funds, life insurance, stocks, bonds, and investment vehicles
- Ongoing Relationship Management – Maintain regular communication, conduct financial reviews, and adjust plans as clients’ needs evolve
- Industry Expertise – Stay informed on market trends, regulatory changes, and financial innovations to provide clients with the best possible advice
- Collaboration – Work alongside professionals such as accountants and attorneys to deliver holistic financial solutions
- Life Transitions – Help clients navigate major financial milestones, ensuring their plans align with changing circumstances
- Excellence & Ethics – Uphold the highest professional standards while meeting and exceeding performance expectations
Skills
- A passion for taking ownership of your career and building something meaningful
- The ability to simplify complex financial concepts for diverse audiences
- A drive to achieve personal and professional success with integrity and dedication
- The ability to assess financial situations and provide strategic solutions
- A degree in finance, economics, business, is preferred but not required
- Previous financial planning, investment, or advisory experience is a plus, but not required
Benefits
- Comprehensive Training & Mentorship – Ongoing education and support to help you master your craft.
- Career Growth Opportunities – A clear path to advancement and leadership roles.
- Supportive Team Culture – A collaborative, mission-focused environment where your success is our priority.
- Top performers enjoy at least two fully-paid company trips annually to celebrate achievements.
Company Overview