Note: The job is a remote job and is open to candidates in USA. Quantam is seeking a Financial Consultant to advise individuals, institutions, businesses, and qualified plans on wealth management and investment services. The role involves developing client relationships, creating and implementing financial plans, monitoring portfolios, providing investment insights, and generating new business while working remotely from the Cleveland area.
Responsibilities
- Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
- Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
- Work with the advisory team to implement investment plans and coordinate adjustments
- Monitor client investment portfolios and performance
- Communicate insights for clients regarding essential contributors and detractors
- Advise high net worth clients as needed and consult mid-market institutional clients
- Coordinate the creation of detailed wealth management plans for individuals
- Organize the creation consulting reports for institutions
- Help present plans to clients effectively and clearly
- Actively seek new business opportunities
- Develop essential knowledge of our financial planning software and technology
- Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
- Participate in regular internal meetings
- Work on a schedule that best suits client needs
Skills
- • Bachelor's degree or higher
- • Over five years' relevant experience
- • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
- • Must be able to pass a FINRA BrokerCheck with no disclosures on their background
- • Comfortable working in a new territory with no existing client base
- • Be able to network well, find your own leads, create leads, and follow up on leads
- • A proven record of achieving new business
- Candidates must be located in the Cleveland, OH region and will be allowed to work remote
- This position is remote; however, candidates must be based in Cleveland, OH, or the surrounding area. Candidates outside of this location will not be considered
- • Work on a schedule that best suits client needs
- • Do you have an existing book of business with existing AUM? If so, how much of your book of business would you be able to bring over?
- • Cleveland, OH (Required)
- • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
- • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
- • CFP (Preferred)
Benefits
- Health, Dental & Vision Insurance
- Employer HSA Contribution
- Opt Out Credit
- 401(k) Employer Match
- Paid Volunteer Days
- Gym Reimbursement
- Free Access to a Workplace Financial Advisor
- Additional incentive/commission-based compensation expected
- Remote work
Company Overview