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Financial Executive — Client Acquisition & Advisory
Job in
Chicago, Cook County, Illinois, 60601, USA
Listed on 2026-06-16
Listing for:
Copious Consult
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Copious Consult is seeking a Financial Consultant to enhance client relationships and drive the acquisition of financial products. The role involves providing investment advisory services and sales support for mutual funds, SIPs, insurance, and trading accounts.
The ideal candidate will have strong interpersonal skills, experience in financial advisory, and a proven track record in achieving revenue targets. Join us in delivering excellent client service and financial solutions.
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