JOB DESCRIPTION
One of our top financial clients is seeking to hire a Financial Consultant for one of their bay area branch locations. You will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. The client will fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
REQUIRED SKILLS AND EXPERIENCE
Requirements:
• Must obtain a series 7 license
• Must have a series 63 license minimum (preferred 66 OR 63/65)
• 3-5 years of comprehensive financial planning experience
• Must have experience managing their own book of business.
• Experience working with at least 250+ high net worth clients or more and $100 million in AUM or more (400-450 households)
• Experience with a variety of investment products and investment solutions (3 or more)
• Being able to explain how they were able to build successful previous relationships, uncovering needs, and recommending solutions
• Experience with being client focused and seeing themselves progressing in this specific role for more than 2-3+years
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