Financial Consultant
Posted 1 month ago Expired
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Upload Your ResumeAbout This Role
Join as a client-focused Financial Consultant providing personalized investment strategies, retirement planning, and holistic financial solutions to individuals and businesses. This role involves developing customized financial plans and building long-term client relationships.
Responsibilities
- Consult with clients to assess their financial situations and develop customized financial plans
- Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance
- Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes
- Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice
- Cultivate long-term client relationships based on trust, transparency, and results
- Collaborate and partner with internal departments to deliver comprehensive solutions
- Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards
- Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all applicable laws and regulations
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field
- 2-5 years of experience in financial advising, wealth management, or investment consulting
- Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; Life, Accident and Health Insurance)
- Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products
- Exceptional communication and interpersonal skills
- Proven track record of building and managing client relationships
- Proficient in financial planning software and CRM systems
Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field
- 2-5 years of experience in financial advising, wealth management, or investment consulting
Nice to Have
- MBA or CFA designation
- CFP designation
- Experience with mass affluent, high-net-worth and commercial clients
- Strong analytical thinking and decision-making skills
- Bilingual or multilingual proficiency
- Familiarity with digital advisory platforms and financial technology tools
- High level of emotional intelligence, empathy, and professionalism
- Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications
- Comfortable working in a fast-paced, technology-driven environment
- Detail oriented with superior organizational skills and ability to prioritize
Skills
* Required skills
Benefits
About Community Financial System, Inc.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania,...