Financial Consultant

Analyze investment opportunities and client needs, and recommend appropriate strategies. Take complex financial information and communicate it to clients in a manner that enables them to make informed decisions. Prepare the required paperwork to open brokerage accounts, mutual funds, annuities, etc. Build client relationships based upon developing strategies to attain their financial goals through the use of financial planning and wealth management. Coordinate client review schedule, client surveys and newsletters with advisor associate or designated branch employee to retain clients. Develop and cultivate your own client base. Prospect and service membership. Work closely with branch personnel in identifying opportunities for referrals. Ability to create a sales and marketing strategy for new client relationships. Prepare and deliver presentations/seminars to members and prospects for business development purposes.

According to JobzMall, the average salary range for a Financial Consultant in 909 S Sepulveda Blvd, El Segundo, CA 90245, USA is between $65,000 and $90,000 per year. The salary range can vary depending on a variety of factors, such as experience, education, and certifications.

Alliant Credit Union is a member-owned financial cooperative which provides exclusive benefits to employees, retirees, and members of qualifying organizations and their family members; any member of the Foster Care to Success; and individuals who live or work in a qualifying community and their family members. Founded in 1935, Alliant is the eighth largest credit union by asset size in the United States with $9.7 billion USD in assets, and serves over 385,000 members worldwide.