Financial Consultant

The Erika Grant Team with Primerica • Remote

Posted 8 hours ago

Description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Responsibilities

Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Design customized financial plans suitable for each client based on potential life changes and changing financial needs

Qualifications

CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Bachelor’s degree in business administration, finance, or related field is required
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

Compensation

$50,000 - $50,000/year

About The Erika Grant Team with Primerica

The Erika Grant Team with Primerica is a leading financial services company focused on helping families make confident financial decisions. We specialize in life insurance, debt solutions, and long‑term financial planning, offering simple, easy‑to‑understand products that support real people in building financial security. Our mission is to empower families through education, personalized guidance, and accessible financial tools.

We stand out because we invest in developing our agents, provide flexible career paths, and offer a supportive team environment built on mentorship and growth. Primerica is a strong fit for individuals who want meaningful work and the opportunity to make a positive impact in their community.