Cleveland, OH · Remote
$112K/yr
... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...
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Cleveland, OH · Remote
$112K/yr
... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...
$112K/yr
... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...
$112K/yr
... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...
Cleveland, OH · On-site +1
$112K/yr
... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...
Cleveland, OH · On-site +1
$112K/yr
... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...
... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...
... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...
Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication-verbal, written, and interpersonal. * Strong problemsolving ...
Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication-verbal, written, and interpersonal. * Strong problemsolving ...
Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication-verbal, written, and interpersonal. * Strong problemsolving ...
Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication-verbal, written, and interpersonal. * Strong problemsolving ...
Dallas, TX · On-site
Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication-verbal, written, and interpersonal. * Strong problemsolving ...
Dallas, TX · On-site
Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication-verbal, written, and interpersonal. * Strong problemsolving ...
Malvern, PA · On-site
Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication-verbal, written, and interpersonal. * Strong problemsolving ...
Malvern, PA · On-site
Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication-verbal, written, and interpersonal. * Strong problemsolving ...
$38.56 - $48.72/hr
You will provide direct sales to clients and sales-related administrative support for our Financial ... Provide direct and material support to an individual Financial Consultant or team of Financial ...
$38.56 - $48.72/hr
You will provide direct sales to clients and sales-related administrative support for our Financial ... Provide direct and material support to an individual Financial Consultant or team of Financial ...
Newark, NJ · On-site
$38.56 - $48.72/hr
You will provide direct sales to clients and sales-related administrative support for our Financial ... Provide direct and material support to an individual Financial Consultant or team of Financial ...
Newark, NJ · On-site
$38.56 - $48.72/hr
You will provide direct sales to clients and sales-related administrative support for our Financial ... Provide direct and material support to an individual Financial Consultant or team of Financial ...
$38.56 - $48.72/hr
You will provide direct sales to clients and sales-related administrative support for our Financial ... Provide direct and material support to an individual Financial Consultant or team of Financial ...
$38.56 - $48.72/hr
You will provide direct sales to clients and sales-related administrative support for our Financial ... Provide direct and material support to an individual Financial Consultant or team of Financial ...
As a Pre-Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of our technology with the domain-specific needs and workflows of our ...
As a Pre-Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of our technology with the domain-specific needs and workflows of our ...
Sunrise, FL · On-site
Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...
Sunrise, FL · On-site
Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...
Sunrise, FL · On-site
Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...
Quick apply
Sunrise, FL · On-site
Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
Bryan, TX · On-site
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
Bryan, TX · On-site
... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.
Job Summary As a Sales Consultant with TriNet you'll help power business success with extraordinary HR by pursuing new prospects, sharing and quantifying our value proposition, and selling TriNet ...
Job Summary As a Sales Consultant with TriNet you'll help power business success with extraordinary HR by pursuing new prospects, sharing and quantifying our value proposition, and selling TriNet ...
$80K - $83.4K
6% of jobs
$83.4K - $86.8K
7% of jobs
$89.4K is the 25th percentile. Wages below this are outliers.
$86.8K - $90.2K
15% of jobs
$90.2K - $93.6K
21% of jobs
The median wage is $93.9K / yr.
$93.6K - $97K
7% of jobs
$97K - $100.5K
7% of jobs
$100.5K - $103.9K
7% of jobs
$105.4K is the 75th percentile. Wages above this are outliers.
$103.9K - $107.3K
7% of jobs
$107.3K - $110.7K
6% of jobs
$110.7K - $114.1K
7% of jobs
$114.1K - $117.5K
7% of jobs
$80K
$98K
$117.5K
| Aspect | Financial Sales Consultant | Financial Advisor |
|---|---|---|
| Credentials | Licenses such as Series 7, Series 63/66, CFP (optional) | CFP certification often preferred; licenses like Series 7, 66 |
| Work Environment | Financial institutions, sales-focused settings | Independent or firm-based, client advisory settings |
| Employer & Industry | Banks, brokerage firms, insurance companies | Financial planning firms, independent practices |
| Primary Focus | Sales of financial products | Comprehensive financial planning and advice |
While both roles involve working with clients on financial matters, a Financial Sales Consultant primarily focuses on selling financial products and meeting sales targets. In contrast, a Financial Advisor provides holistic financial planning and personalized advice, often requiring additional certifications like CFP. The roles overlap in credentials and industry settings but differ in scope and primary responsibilities.
Cities with the most Financial Sales Consultant job openings:
The top employers for Financial Sales Consultant jobs are:
States with the most job openings for Financial Sales Consultant jobs include:
The top searched job categories for Financial Sales Consultant jobs are:
For Financial Sales Consultant jobs, the most frequently searched job titles are:
$112K/yr
Full-time
Re-posted 16 days ago
Job Title: Financial Consultant
Location: Remote
Salary: $112500/Yearly
Prioritized Must Have Skills for the Financial Consultant:
#1. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
#2. Must have at least 5 years’ experience as a Financial Sales consultant.
#3. Must be able to build a book of business
#4. No more than 3 jobs in the past 10 years.
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.
Requirements of the Financial Consultant:
