10 Best Financial Consultant Job Descriptions

Financial Consultant Job summary 1

We are currently seeking a Full-Time Financial Consultant to join our Branch. As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members’ financial needs. You will show Adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You will identify opportunity to refer members to business services, mortgage services, home equity lending, and investment services as needed.

Financial Consultant Duties & Responsibilities 1

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Financial Consultant Requirements & Skills 1

Financial Consultant Job summary 2

The Financial Consultant is a position that provides counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of Company products and services. As a part of Company's Investment Advisory Center, this job covers institutions aligned to regional structures and offers financial planning advice via phone and video chat to help clients accomplish their immediate and long-term financial goals.

Financial Consultant Duties & Responsibilities 2

Financial Consultant Requirements & Skills 2

Financial Consultant Job summary 3

We are currently seeking a Financial Consultant to join our team. As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members’ financial needs. You will show Adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You will identify opportunity to refer members to business services, mortgage services, home equity lending, and investment services as needed.

Financial Consultant Duties & Responsibilities 3

Financial Consultant Requirements & Skills 3

Financial Consultant Job summary 4

Financial Consultant is responsible for performing standard origination duties and meeting overall production goals as a part of the Inside Sales effort. The focus of a Financial Consultant is to convert company assigned leads (both Refinance and Purchase transactions) via Velocify into closed business. All lead and origination activity must be tracked and documented in Velocify.

Financial Consultant Duties & Responsibilities 4

Financial Consultant Requirements & Skills 4

Financial Consultant Job summary 5

We are seeking a Financial Consultant for our office. The primary responsibilities of this role are to meet with new and existing customers and make suitable investment and financial planning recommendations. Products recommended may include mutual funds, fixed annuities, variable annuities, unit trusts, REITs, investment management accounts and individual securities. Incumbent will be expected to maintain a clean compliance record and perform all duties in accordance with established policies, procedures and objectives of the department and the bank.

Financial Consultant Duties & Responsibilities 5

Financial Consultant Requirements & Skills 5

Financial Consultant Job summary 6

The Financial Consultant must be able to successfully sell non-deposit investment products within a bank environment. The Candidate is expected to meet production goals which will be reviewed on a monthly and on-going basis. The position requires a person who is highly motivated and sales driven. Candidate must be service oriented and able to work well with branch employees and bank customers.

Financial Consultant Duties & Responsibilities 6

Financial Consultant Requirements & Skills 6

Financial Consultant Job summary 7

A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.

Financial Consultant Duties & Responsibilities 7

Financial Consultant Requirements & Skills 7

Financial Consultant Job summary 8

As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, Endowments & Foundations, businesses, and qualified plans). You will work closely with clients to determine their investment objectives, while working with our Investment and Advisory teams to utilize an investment solution that is tailored to their financial goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our client base over time.

Financial Consultant Duties & Responsibilities 8

Financial Consultant Requirements & Skills 8

Financial Consultant Job summary 9

The Financial Consultant is responsible for providing Bank customers with specialist advice on how to manage their finances, by researching the marketplace and recommending the most appropriate products and services available, ensuring the clients are aware of and understand products that best meet their needs and then making a recommendation.

Financial Consultant Duties & Responsibilities 9

Financial Consultant Requirements & Skills 9

Financial Consultant Job summary 10

The Financial Consultant is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction.

Financial Consultant Duties & Responsibilities 10

Financial Consultant Requirements & Skills 10

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