2 дня назад
VP, Financial Consultant - Savannah, GA (Finance)
70 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Financial Consultant - Savannah, GA (Finance): Providing existing clients with wealth management and financial planning advice while growing a client practice through asset consolidation, networking, and referrals with an accent on retirement planning, investment management, insurance, and estate planning. Focus on building trusted client relationships, applying market knowledge, coordinating Schwab specialists, and guiding clients toward long-term financial goals.
Location: Savannah, GA, United States
Salary: USD $70,000–$90,000 per year, plus bonus or incentive opportunities
Company
is a financial services firm helping clients manage investments and plan for their financial futures.
What you will do
- Provide existing clients with wealth management and financial planning advice.
- Grow a client practice through asset consolidation, networking, and client referrals.
- Build trusted relationships and deepen client engagement through focused communication.
- Advise clients across retirement, education, investment, banking and lending, insurance, risk, and estate planning.
- Discuss market conditions, sound investing principles, and long-term investment strategies.
- Partner with Schwab specialists and apply advice guidelines to help clients pursue their financial goals.
Requirements
- Valid and active FINRA Series 7 license required.
- Ability to obtain FINRA Series 66, or Series 63/65, during employment.
- Life and Health Insurance licensing will be required during employment.
- Strong client communication, relationship-building, and trust-building skills.
- Knowledge of financial markets and the ability to adapt to changing market and business conditions.
Nice to have
- Experience or interest in comprehensive wealth management and financial planning.
- Community engagement experience and a passion for investor education.
- Commitment to investor experience and professional development.
Culture & Benefits
- Supportive culture focused on trust, collaboration, continuous learning, and professional growth.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
- Paid parental leave and family-building benefits.
- Health, dental, and vision insurance, plus tuition reimbursement.
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