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Financial Consultant

SagarsoftUnited States🇺🇸United StatesPosted Oct 1, 2026

Why This Role Stands Out

This remote Financial Consultant role at Sagarsoft offers significant growth potential by empowering you to build trusted client relationships and advise on comprehensive wealth management strategies. You'll thrive here if you possess strong client-facing skills, a desire to expand your financial planning expertise, and a proactive approach to business development. Apply today to join a reputable firm and leverage your mid-senior level experience in a flexible work environment.

Quick Overview

Seniority
Mid Senior
Work mode
Remote
Location
United States
Posted
18 hours ago

Job Description

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.

  • Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
  • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
  • Work with the advisory team to implement investment plans and coordinate adjustments
  • Monitor client investment portfolios and performance
  • Communicate insights for clients regarding essential contributors and detractors
  • Advise high net worth clients as needed and consult mid-market institutional clients
  • Coordinate the creation of detailed wealth management plans for individuals
  • Organize the creation consulting reports for institutions
  • Help present plans to clients effectively and clearly
  • Actively seek new business opportunities
  • Develop essential knowledge of our financial planning software and technology
  • Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
  • Participate in regular internal meetings
  • Work on a schedule that best suits client needs

Requirements of the Financial Consultant:

  • Bachelor s degree or higher
  • 5+ years relevant experience
  • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
  • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
  • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
  • A proven record of achieving new business a plus

Other Key Requirements:

  • Remote role but MUST be Pennsylvania resident.
  • No Schwab employees!
  • In office opportunity.
  • No sponsorships or visa holders. No Corp to Corp.

Benefits of the Financial Consultant:

  • Medical Insurance
  • Dental Insurance
  • Profit Sharing

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