Financial Planning Consultant

Willenborg Wealth Management

Remote
$35,568.00-$85,000.00 py
**
Develop and implement relationship management plan
Identify and build relationships with decision-makers
Develop and adapt specialized financial products
** Willenborg Wealth Management is seeking a Financial Planning Consultant to manage client relationships and deliver tailored financial products. The role requires strong communication, analytical skills, and relevant financial certifications, with a focus on providing excellent customer service in a remote work environment. **

Job Summary

  • Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers.
  • Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
  • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking a Financial Planning Consultant to manage client relationships and deliver tailored financial products. The role requires strong communication, analytical skills, and relevant financial certifications, with a focus on providing excellent customer service in a remote work environment. **

Salary

$35,568.00-$85,000.00

Skills & Requirements

Must-have

  • Develop and implement relationship management plan
  • Identify and build relationships with decision-makers
  • Develop and adapt specialized financial products
  • Analyze data using preset tools and methods
  • Maintain understanding of relevant technology and best practices

Nice-to-have

  • Client-first, integrity, independence, conservative long-term view
  • Grow professionally and inspire others
  • Work with and through others to achieve outcomes
  • Make prompt, pragmatic choices
  • Contribute to continuous evolution of the firm

Key Requirements

  • 13 months to 3 years General Experience
  • Bachelor's degree or High School diploma
  • s66, s7, SIE certifications

Work Rights

Not specified

Tailored Resume

Cover Letter