IMACROSOLUTIONS STAFFING SERVICES LLC
IMACROSOLUTIONS STAFFING SERVICES LLC

Financial Consultant

Hybrid in Moorpark, CA, US • Posted 15 hours ago • Updated 1 hour ago
Full Time
No Travel Required
Hybrid
$70,000 - $140,000/yr
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Job Details

Skills

  • Business Development
  • Communication
  • Customer Acquisition
  • Investment Management
  • Financial Planning
  • Finance
  • Prospecting

Summary

Job Title: Financial Consultant
Location: Moorpark, CA (Hybrid)
Job Type: Full-Time | Permanent

Job Summary

We are seeking a financial Consultant with knowledge of financial planning, retirement planning, and investment management. Skilled in building long-term client relationships, business development, prospecting, and client acquisition. Experienced in understanding client needs and recommending suitable financial solutions while maintaining high ethical standards and a client-first approach. Strong communication, presentation, and interpersonal skills, with a self-motivated, organized, and goal-oriented mindset.

Required Qualifications

  • 3+ years of experience as a Financial Advisor.
  • SIE, Series 7, and Series 66 licenses are required.
  • Proven experience building and maintaining relationships with affluent individuals, families, and business owners.
  • Experience in prospecting, referral generation, networking, client acquisition, and growing existing accounts.
  • Candidate having book of business is highly preferred.
  • Strong communication, presentation, interpersonal, and financial review skills, with a client-first approach and high ethical standards. 
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: 91172450
  • Position Id: 9129751
  • Posted 15 hours ago

Company Info

About IMACROSOLUTIONS STAFFING SERVICES LLC

iMacroSolutions was built on a simple belief: the right people make all the difference. We understand that behind every successful business are talented individuals who bring passion, skill, and innovation to their work.

We serve clients nationwide, connecting businesses with exceptional talent across technology, healthcare, finance, and government sectors. Our commitment to personalized service and proven processes ensures that every placement is a perfect fit.

We're more than a staffing agency—we're your strategic partner in building teams that drive growth, innovation, and lasting success.

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SK

Satheesh Kumar

Recruiter @ IMACROSOLUTIONS STAFFING SERVICES LLC

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