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Financial Consultant (No sales!)

Insight Recruitment Lincoln, NE
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Job Description

Do you enjoy helping people meet their financial goals but dislike sales?  Are you detail-oriented with an analytical flair?  If so, this may be the opportunity you have been waiting for!

We are looking for a Financial Consultant to offer guidance and personalized financial planning to our customers. No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of our clients through deepening relationships and financial planning.

The successful individual possesses strong attention to detail, is highly motivated to provide exceptional customer support and is willing to become a subject matter expert on the day-to-day operations of our firm.  With superior financial knowledge and incomparable integrity, you will not only be helping our clients but also building a career path for yourself!

Located in downtown Lincoln, we offer a casual, friendly environment with lots of room for growth. In this autonomous role, you will have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a great compensation package (up to $65k) + excellent benefits.  

Responsibilities:

  • Support client inquiries and resolve client issues in a timely manner putting the client first.
  • Demonstrate a deep understanding of financial markets, and effectively simplify complex financial concepts while building rapport and credibility with clients.
  • Ability to thoughtfully introduce clients to different investment strategies by leveraging guidance tools.
  • Collaborating with business partners to create an unsurpassed customer experience and meet the client’s broad range of investment needs.
  • Educating customers on the technology and channels available to them to better monitor, maintain, and manage their investments.
  • Exhibit knowledge of retirement planning, cash flow planning, risk management, estate planning, investment management and tax estimation and minimization.
  • Perform or advise on investment management tasks such as trading, tax loss harvesting, rebalancing, etc.
  • Demonstrate competency in utilizing software applications that are industry-related.

Requirements:

  • 3-5 Years of financial services and/or operations experience
  • FINRA Series 7 & 66 (or equivalent combination of 66) required prior to hire
  • $5M+ AUM
  • A CFP is preferred; if you don’t already have your CFP and are eligible, we can help you obtain it!
  • Strong analytical skills with an ability to quickly understand complex issues
  • Bachelor's Degree in Finance or Accounting preferred

 

 

 

Job Details

Date Posted June 6, 2018
Date Closes July 6, 2018
Located In Lincoln, NE
Job Type Full-time Employee
Compensation Salary, Varies
Experience Level Intermediate (3-7 yrs. experience)
Hours 40 hours per week
Start Date Immediately
Positions Available 1
SOC Category 13-2052.00 Personal Financial Advisors
Zipcode 68516
Name Shawn Mischnick
City, State and Zip Lincoln, NE 68516
Phone 402-730-2645

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Dental
  • Medical

This job requires the following skills

  • Asset Management
  • Customer Service
  • Estate and Trust Management
  • Estate Planning
  • Financial Counseling
  • Investment Analysis
  • Market Analysis
  • Pension Consulting
  • Tax Consulting
  • Excellent Communications

This job is related other jobs in these career categories

At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Dental
  • Medical
Location