Note: The job is a remote job and is open to candidates in USA. Powerwell is a recruitment firm helping clients discover top talent. They are seeking a Financial Consultant to advise individuals and institutional clients on wealth management, develop investment and financial planning solutions, maintain client relationships, and generate new business opportunities.
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
- Candidates must be located in the Cleveland, OH region and will be allowed to work remote
- Candidates must be based in Cleveland, OH, or the surrounding areas
- 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
- 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
- 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
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
- This position is remote
Company Overview