Experienced Wealth Management Advisory Consultant – Financial Planning and Client Relationship Management Expert

Introduction to Workwarp and the Role

Workwarp, a leading provider of financial services, is seeking an experienced and highly motivated Wealth Management Advisory Consultant to join our team of financial experts. As a Wealth Management Advisory Consultant, you will play a crucial role in helping our clients achieve their financial goals by providing personalized financial planning, investment advice, and wealth management solutions. With a robust array of resources and solutions at your disposal, you will be empowered to make a meaningful difference in the lives of our clients.

Key Responsibilities and Duties

As a Wealth Management Advisory Consultant, your key responsibilities will include:

• Managing your time and resources efficiently and effectively to meet the needs of your clients
• Developing and implementing strategic and tactical plans that take into account client challenges and objectives
• Tailoring investment strategies for clients, considering factors such as regulatory issues, liquidity needs, and tax implications
• Reviewing client information, including financial statements, risk investment profiles, and cash availability, to devise customized financial plans
• Working in a team environment to grow your book of business through identifying value-add products and services for clients and developing additional business through referrals
• Performing investment research and staying informed of developments in security markets to provide clients with up-to-date financial guidance
• Collaborating with your team to maintain a book of business and meet or exceed annual sales targets

Educational Requirements and Qualifications

To be successful in this role, you will need:

• A university degree (preferred)
• 3+ years of experience in financial services (required), with 5+ years of experience preferred
• FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations, which must be obtained within the first 120 days of employment
• State health and life insurance licenses, which must be obtained within the first 120 days of employment

Preferred qualifications include:

• A Bachelor's degree
• 5+ years of experience in financial services
• Prior advisor/consultant experience
• Knowledge of institutional retirement plans
• Experience with advice planning tools, such as MoneyGuidePro

Skills and Competencies

To excel in this role, you will need to possess:

• Strong client financial planning and relationship management skills
• Excellent consultative communication and due diligence skills
• Knowledge of financial markets, market/industry dynamics, and practice management strategy
• Ability to sell and promote financial products and services
• Strong retirement planning and wealth management skills
• Experience with TIAA products and services (preferred)

Career Growth Opportunities and Learning Benefits

At Workwarp, we are committed to the growth and development of our employees. As a Wealth Management Advisory Consultant, you will have access to:

• Comprehensive training and development programs to enhance your skills and knowledge
• Opportunities for career advancement and professional growth
• A supportive and collaborative team environment that fosters learning and development
• Access to industry-leading technology and resources to help you succeed in your role

Work Environment and Company Culture

At Workwarp, we pride ourselves on our positive and inclusive company culture. As an employee, you can expect:

• A dynamic and supportive work environment that values diversity and inclusion
• A culture that prioritizes work-life balance and employee well-being
• Opportunities to engage in community outreach and volunteer programs
• A comprehensive recognition and reward program that acknowledges and rewards employee achievements

Compensation, Perks, and Benefits

We offer a competitive compensation package that includes:

• A base salary range of $65,600/yr. - $110,000/yr.
• Opportunities for incentive compensation and bonuses
• A comprehensive benefits package that includes superior retirement programs, health, wellness, and work-life offerings
• Access to exclusive employee discounts and perks

Conclusion

If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for the Wealth Management Advisory Consultant role at Workwarp. With our commitment to employee growth and development, comprehensive benefits package, and positive company culture, we offer a unique and rewarding work environment that will help you achieve your career goals. Apply now to join our team of financial experts and make a meaningful difference in the lives of our clients.

Ready to Apply?

If you are ready to take the next step in your career, please submit your application, including your resume and a cover letter, to be considered for this exciting opportunity. We look forward to reviewing your application and discussing how you can contribute to the success of our team.