Evergreen Money is led by fintech pioneer, Bill Harris. He ran TurboTax, was CEO of PayPal, and founded Personal Capital. Our mission is to help high achievers attain their life goals. We use digital technology to re-engineer traditional banking and investment products and deliver a custom financial solution.
About The Role
As a Financial Consultant, you’ll engage with high-net-worth individuals who have shown interest in our services, introducing them to a Financial Advisor. Your role is to educate prospective clients on our offerings and coordinate strategic meetings to convert leads into valued clients of Evergreen Wealth.
What You'll Do
Build meaningful relationships with prospective clients, understand their financial objectives, and coordinate meetings with our team of Financial Advisors.
Thrive in a collaborative and fast-paced environment where contributions are recognized and rewarded.
Work exclusively with warm leads generated by our marketing team—no cold calling necessary.
Drive growth and personal career advancement by building trust and adding value in each client interaction.
Qualifications
Outstanding written and verbal communication skills with the ability to build trust and communicate complex concepts clearly.
You bring a track record of personal and professional success, driven by a commitment to achieve.
You demonstrate a natural ability to earn trust and build credibility, always prioritizing the best interest of the client.
You can connect and resonate with clients from diverse backgrounds.
You are persuasive, using well-crafted communication to inspire commitment.
Tech-savvy, with the ability to navigate multiple systems simultaneously to respond to customer inquiries (CRM fluency with apps and navigating technology).
FINRA Series 65 a plus
Why Join Us?
Company-sponsored education to obtain FINRA licensing.
Start-up Equity (ask us why this is so important).
Free lunches.
Up to $1500 monthly contribution toward medical benefits.
Significant growth opportunity.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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