Strategic Financial Consultant
1 week ago
Agrawal Associates is a well-established, client-centered financial planning practice seeking a highly motivated and disciplined individual with an entrepreneurial spirit to help grow its business.
As a Strategic Financial Consultant, you will have front of the line access to Private Wealth Management Support, including an Advanced Financial Planning Team, Private Client Support, and Practice Management Team.
You will be mentored by experienced consultants in the industry and have the opportunity to participate in business development activities.
Your responsibilities will include providing support to senior team members, reviewing and maintaining clients' investments, meeting with existing and new clients, implementing instructions from clients in accordance with compliance regulations, exploring new business potential, and participating in business development activities.
In return for your expertise, you can expect a strong total compensation package, bonuses, and rewards. Our entrepreneurial culture promises personal growth and development in the high net worth market.
To qualify for this opportunity, you should possess a minimum of 3-5 years of experience in the Financial Services Industry, completion of necessary licensing requirements, a post-secondary degree in a relevant business discipline, strong verbal and written communication skills, and additional language proficiency.
We are committed to attracting, promoting, and retaining professionals who represent our clients and offer an inclusive workplace that allows individuals to thrive and succeed in their careers.
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