More jobs:
Strategic Internal Consultant; Financial Services
Job in
Ann Arbor, Washtenaw County, Michigan, 48103, USA
Listed on 2026-06-15
Listing for:
Meeder Investment Management Inc
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking an Internal Consultant to support external sales strategies. This position requires excellent interpersonal skills, a strong client-focused approach, and a background in financial services. Successful candidates will collaborate closely with External Consultants to manage territory and enhance customer satisfaction. Responsibilities include conducting research, analyzing data, and presenting effectively via virtual platforms. Candidates should have a FINRA Series 6, 7, or 65, and 2-5 years of experience in Internal Wholesaling.
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