Financial Consultant

One Pacific Financial Strategies is an Independent Financial Services Firm seeking a driven individual for the role of Financial Consultant. The position involves analyzing financial information, providing financial planning education, and building client relationships to help clients meet their financial objectives. Responsibilities Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives Provide financial planning information/education to clients about the purpose and details of financial products, services and strategies Build and maintain client base, keep client financial and investment plans up-to-date and acquire new clients on an ongoing basis Provide knowledgeable, objective finance & financial planning guidance and customized financial strategies to consumer segments that demand high quality services Skills Completed four-year bachelors college degree Must be a US Citizen or permanent resident Desire for optimal work/life balance career Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial and investment futures Passion for winning and desire an opportunity for high income potential Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence You don't need to have a background in finance or economics to be a successful Financial Consultant English (Required) Benefits 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance Company Overview One Pacific Financial Strategies offers financial planning, asset management, and risk management services. It was founded in 2020, and is headquartered in Carlsbad, California, USA, with a workforce of 51-200 employees. Its website is