Start searching
Back to Jobs
RemoteFull timeFinance

Financial Consultant

VeeRteq Solutions Inc.Pennsylvania🇺🇸United StatesPosted Oct 25, 2026

Why this role stands out

Accelerate your career as a Financial Consultant at VeeRteq Solutions Inc., where you will enjoy the freedom of a fully remote role paired with a highly competitive salary of $112,500. This position is perfect for a driven, relationship-focused professional who excels at building wealth management strategies and is ready to make a high-impact contribution within a collaborative team environment. Apply today to take this exciting next step in your financial advisory journey!

Quick overview

Salary$112.5k/yr
SeniorityMid Senior
Employment typeFull Time
Work modeRemote
LocationPennsylvania, United States

Job description

Job Description Job Description
Salary: $112,500.00/ Year Full-Time Remote (PA)

Prioritized Must Have Skills for the Financial Consultant:

. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.

. Must have at least 5 years' experience as a Financial Sales consultant.

. Must be able to build a book of business

. 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.

  • 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 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.
  • In office opportunity.

Benefits of the Financial Consultant:

  • Medical Insurance
  • Dental Insurance
  • Profit Sharing

Similar jobs

Apply