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David Careers

Financial Consultant (Remote, Cleveland, Series 7/66)

Posted today

relevanteAkron (OH)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$112,500 per year

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About the role

Financial Consultant Relevante is hiring a full-time Financial Consultant for a wealth management firm, remote for Cleveland, Ohio-area residents, paying a $112,500 salary with profit sharing.
Salary: $112,500
Location: Remote; must live in the Cleveland, OH area
Experience: 5+ years as a financial sales consultant
Licenses: Series 6, 63, and 65 or Series 7 and 66 (or willing to obtain on hire) Also searched as: Financial Advisor, Wealth Advisor, Wealth Management Consultant, Investment Advisor
What You Will Do:
  • Serve as main advisor to high net worth clients, endowments, foundations, businesses, and retirement plans
  • Build plans covering retirement, cash flow, estate, tax, and insurance
  • Implement and monitor investment plans with the advisory team
  • Present plans and consulting reports clearly to clients
  • Grow a book of business and track activity in Salesforce
  • What You Need
  • Bachelor's degree or higher 5+ years of financial sales consulting experience
  • Series 6, 63, and 65 or Series 7 and 66, or willingness to obtain them on hire
  • Ability to build a book of business
Nice To Have:
  • CFP or comparable designation
  • Salesforce, Sales Navigator, and LinkedInBenefitsMedical insurance
  • Dental insurance
  • Profit sharing
  • Remote work
  • Frequently Asked Questions
What does this Financial Consultant job pay? A $112,500 salary plus profit sharing. Is this job remote? Yes, for residents of the Cleveland, Ohio area. What licenses are required? Series 6, 63, and 65 or Series 7 and 66, or willingness to obtain them upon hire. Is visa sponsorship available? Must be authorized to work in the U.S. without current or future visa sponsorship. No Corp-to-Corp. About Relevante and how to applyA Relevante recruiter personally reviews applications and reaches out directly when your background is a fit. Relevante is a direct hire recruiting and outplacement firm headquartered in King of Prussia, PA, partnering with employers across the U.S.

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