Financial Consultant

Company: Ironclad Wealth Partners
Location: San Francisco
Posted on: February 1, 2025

Job Description:

Job SummaryWe are looking for 4 motivated and experienced Consultants to join our team in a part-time, 100% commission-based role with uncapped earning potential. While financial industry experience is not required, the ideal candidate will have a strong background in problem-solving and client relationship management. In this role, you will work closely with clients to understand their needs and help develop tailored strategies to meet their financial objectives. The position involves learning about financial concepts, building personalized plans, and ensuring compliance with relevant regulations. This is a great opportunity to apply your expertise, with flexible hours, and unlimited earning potential, while making a significant impact by guiding clients toward their financial goals. This job is perfect for the professional already employed and looking to either supplement their income or eventually replace their job.Responsibilities

• Conduct comprehensive assessments of clients' financial situations, including income, expenses, and investment portfolios.
• Develop personalized financial plans that align with client's objectives, including tax strategies, estate planning, and cash management.
• Provide ongoing support and guidance to clients regarding their financial decisions and investment opportunities.
• Maintain strong customer relationship management practices to foster trust and long-term client partnerships.
• Stay updated on industry trends, tax laws, and regulatory changes to provide informed advice.
• Collaborate with other financial professionals to ensure a holistic approach to client service.
• Conduct research on market trends and investment options to enhance client portfolios.
• Assist in preparing reports and presentations for clients regarding their financial status.Experience
  • No Experience Required. We offer training options.
  • Demonstrated ability in sales and customer relationship management within the finance sector.
  • Excellent analytical skills with a focus on management and financial sales strategies.
  • Strong communication skills to effectively convey complex financial concepts to clients.Join our team as a Financial Consultant where you can make a significant impact on clients' financial well-being while advancing your career in a supportive environment!
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Keywords: Ironclad Wealth Partners, Rancho Cordova , Financial Consultant, Accounting, Auditing , San Francisco, California