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

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.

At a glance

• 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 LinkedIn

Benefits

• Medical 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 apply

A 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.