tech financial consultant

Financial Consultant

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***Due to Covid-19, this is a remote position (meaning you are able to work from home) Everything, for the time being, will be done virtually. You must have internet and a Laptop/Computer.***


We are a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We are one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

We help clients pursue the life they envision through a one-on-one relationship and we are comitted to their needs. We believe trust comes from transparency.

Key Responsibilities

  • Build and maintain a clear process for adding to and updating client profile information in Salesforce after regular client reviews
  • Consistently make adjustments to analytics, portfolio, balance sheet, net worth statements, and recommendations based on new or relevant information
  • Delivery a full range of goal-based financial planning/wealth strategies including assessment of client needs
  • Maintain a robust knowledge of the firm's latest planning tools, techniques, and strategies
  • Possess a working knowledge of financial planning wealth management tools
  • Deliver holistic goal-based financial solutions to clients
  • Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews
  • Fulfill continuing education requirements to maintain designation(s)
  • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
  • Complete required training, obtain industry licenses, master assessments, maintain continuing education requirements and meets minimum performance standards
  • Source prospective clients and capitalize on referrals
  • Deliver customized solutions


Job Requirements:


  • Strong analytical skills
  • Proven ability to identify clients optimal risk profiles, goals, objectives, and appropriate asset allocation
  • Proven ability to assess needs of clients and recommend appropriate solutions/interventions
  • Proven ability to work collaboratively on a team and with key partners
  • Proven ability to listen and probe for clarity and understanding
  • Ability to source clients through prospecting and networking
  • Ability to work in an enviornment where the majority of your compensation is tied to your performance
  • Goal and results oriented
  • Highly effective communication skills (written and verbal)
  • Proven ability to engage with and influence others
  • Solid follow-through skills
  • Strong computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
  • Self-motivated, independent, and resourceful
  • Honest, dependable, and credible
  • Has integrity
  • Exceptional customer service skills
  • Must obtain great listening, writing, and communication skills
  • Must be punctual
  • Team player
  • Be familiar with data processing and with Microsoft/Apple products
  • Dedicated, enthusiastic, strong work ethic
  • Excellent at answering phones
  • Managing a schedule
  • Strong leadership by leading others
  • MUST ATTEND ALL meetings, training, and events. NO EXCEPTIONS.
  • Quick learner
  • Hungry to learn/Open minded

Please email your resume to review and to schedule an interview if qualified. If qualified, you will perform a CA state background check for verification. Business attire is a must.

Job Types: Full-time, Part-time

Salary: $40,000.00 to $150,000.00

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