Wealth Management

Are you in search of a fulfilling position in Scranton, PA, US? Do you have a strong dedication to offering investment advice to help clients reach their financial goals? Are you adept at nurturing long-lasting relationships and easily forming new connections? Responsibilities: • Actively source and establish new leads while building strong relationships with potential clients as their trusted financial advisor • Create personalized financial plans tailored to each client's life changes and evolving financial needs • Assess the financial situation of each client to define financial goals, evaluate financial status, manage cash flow, and comprehend expectations • Assist clients in implementing financial recommendations covering life insurance, savings tactics, mutual funds, and a variety of financial products • Networking with other professionals Qualifications: • A Bachelor's degree in business, finance, or a related field is a mandatory requirement for the Wealth Management Consultant position based in Scranton, PA, US. • Candidates are expected to have 1-2 years of prior sales experience. • The successful candidate will receive full support in obtaining the FINRA Series 7 and 66 certifications. • With our assistance, the selected candidate will also secure a Life and Health license. • It would be beneficial for applicants to possess some familiarity with the mutual funds, securities, and insurance industries. • Demonstrating a strong work ethic and the willingness to invest effort in the short term to achieve long-term success in this role is essential. Compensation: $75,000+ at plan commission yearly • Actively source and establish new leads while building strong relationships with potential clients as their trusted financial advisor • Create personalized financial plans tailored to each client's life changes and evolving financial needs • Assess the financial situation of each client to define financial goals, evaluate financial status, manage cash flow, and comprehend expectations • Assist clients in implementing financial recommendations covering life insurance, savings tactics, mutual funds, and a variety of financial products • Networking with other professionals

Created: 2024-11-05