Venture Smarter - Financial Advisor - Sales (5-10 yrs)

- Earn up to $12,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.

- As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.

- Head on over to search on Google for "Venture Smarter" then go to our Career page from the homepage - if you dare to aspire for better in your career!

- Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.

- Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.

- If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company.

- Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out - you'll know we're the place to be.

What the job entails :

- Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.

- Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.

- Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.

- Stay updated on financial trends and perform market research to identify investment opportunities

- Ensure all financial plans and transactions comply with industry regulations and standards.

Job Requirements :

- A bachelor's degree in finance, economics, business, or a related field.

- Minimum of 5 years of experience in sales, preferably in a tech or consulting industry

- Strong analytical and problem-solving skills.

- Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders

- In-depth knowledge of financial products and services.

- Ability to build and maintain client relationships.

- Proficiency in financial software and tools.

- High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset