Exemplary project management distinguishes Sagarsoft as a leading solutions provider. Customized execution methodologies blended with highly advanced engagement models help Sagarsoft spearhead Digital Transformation for its clients through globally interlinked software delivery modules. A thorough understanding of the client’s business processes coupled with a vast international experience comprising innumerable project cycles help achieve the desired results.
Financial Consultant
Full Time
Remote
Depends on Experience
Sagarsoft
Fitment
Dice Job Match Score™
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Job Details
Skills
- Financial Consultant
Summary
Responsibilities of the Financial Consultant:
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). Current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
- Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
- Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
- Work with the advisory team to implement investment plans and coordinate adjustments
- Monitor client investment portfolios and performance
- Communicate insights for clients regarding essential contributors and detractors
- Advise high net worth clients as needed and consult mid-market institutional clients
- Coordinate the creation of detailed wealth management plans for individuals
- Organize the creation consulting reports for institutions
- Help present plans to clients effectively and clearly
- Actively seek new business opportunities
- Develop essential knowledge of our financial planning software and technology
- Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
- Participate in regular internal meetings
- Work on a schedule that best suits client needs
Requirements of the Financial Consultant:
- Bachelor s degree or higher
- 5+ years relevant experience
- Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
- Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
- Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
- A proven record of achieving new business a plus
Other Key Requirements:
- Remote role but MUST be Pennsylvania resident.
- No Schwab employees!
- In office opportunity.
- No sponsorships or visa holders. No Corp to Corp.
Benefits of the Financial Consultant:
- Medical Insurance
- Dental Insurance
- Profit Sharing
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: 90614965
- Position Id: 9101513
- Posted 51 minutes ago
Company Info
About Sagarsoft
Each project of Sagarsoft is unique in its goals, delivery approach, technology impact, and business benefits. The innovative spirit of Team Sagarsoft has inspired the company to explore a broad range of domains and create a host of competencies. Employing best practices that ensure absolute customer delight, the company’s diverse portfolio keeps on increasing as more and more clients repose their trust on this unparalleled expertise. Internal process transformation just sails through with Sagarsoft!
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