Financial Consultant

Support clients in achieving their financial goals by providing personalized investment and insurance solutions. You will build client relationships, identify opportunities, and make tailored recommendations under the guidance of experienced Financial Advisors. This role involves meeting sales goals, growing assets under management, and ensuring compliance with regulations.

• Conduct client needs assessments and recommend tailored investment and insurance solutions
• Support business growth by deepening client relationships and identifying new opportunities
• Meet established sales and relationship management goals
• Grow assets under management through client engagement and partnership referrals
• Deliver an exceptional client experience through ongoing relationship reviews
• Ensure compliance with BSA, AML, KYC, and internal risk management standards

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.