About Evergreen Wealth
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.
Role Overview
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.
Key Responsibilities- 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.
- 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 Evergreen Wealth?
- 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.
Top Skills
What We Do
We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.
Evergreen Wealth Corporation is a fintech, not a bank. Banking services provided by Coastal Community Bank, Member FDIC. Investment advisory services provided by Evergreen Wealth Advisors.
Evergreen Wealth Advisors, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652-Legal
The content provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.
Social Media disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/articles/32313396107284
Account disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652
