Financial Services Consultant

**Overview** Join our dynamic team as a Financial Services Consultant and play a vital role in guiding clients through complex financial landscapes. In this energetic position, you will leverage your expertise to deliver tailored financial solutions, foster strong client relationships, and ensure compliance with industry regulations. Your proactive approach will help clients achieve their financial goals while you grow your career in a fast-paced, rewarding environment. This paid position offers an exciting opportunity to make a meaningful impact in the world of financial services. **Duties** * Provide comprehensive financial advice to clients, including estate planning, wealth management, and investment strategies * Assist clients with securities law compliance, tax planning, and understanding various financial products * Develop customized financial plans by analyzing client data, market trends, and industry regulations * Manage client portfolios by monitoring investments, cash flow, and asset allocation to optimize performance * Maintain up-to-date knowledge of financial markets, banking services, and industry regulations such as FINRA standards * Communicate complex financial concepts clearly and effectively to clients to support informed decision-making * Support business development efforts through client relationship management and cross-selling appropriate financial services **Skills** * Deep understanding of estate planning, wills, trusts \& estate law, and securities law * Proven experience practicing in the securities industry with strong knowledge of financial regulations and compliance standards * Expertise in wealth management, investment advisory services, and financial analysis techniques * Proficiency with financial software tools for research, portfolio management, and accounting purposes * Strong client communication skills paired with excellent relationship management abilities * Knowledge of banking services, cash management, and corporate accounting practices * Ability to interpret complex financial concepts related to investment management and financial markets * Familiarity with FINRA licensing requirements and experience in sales within the financial services sector Embark on a career where your expertise makes a real difference! We're committed to supporting your professional growth while helping clients navigate their financial futures confidently. Pay: $79,631.79 - $95,900.65 per year Benefits: * Financial planning services * Flexible schedule * Retirement plan Work Location: Remote