Camden Financial Consultants Associate Consultant

Responsibilities

• Sell investment management and other company products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources.
• Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources.
• Make prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales.
• Provide information to answer questions involving estate, tax and retirement planning based on extensive personal knowledge of financial advisory, portfolio management, retirement plan, tax and other areas.
• Maintain a network of inside and outside referral sources for new business and ensure work is in compliance with applicable laws, regulations and guidelines, including Fair Lending, Know Your Customer, Bank Secrecy Act and other anti‑money‑laundering policies.

This job has no supervisory responsibilities.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree (B.

A.) from a four‑year college or university; or one to two years related experience and/or training; or an equivalent combination of education and experience. The successful candidate will have five to seven years of financial sales experience, a thorough knowledge of financial management, investments, and retirement plans, outstanding sales skills, a proven history of profitably attracting new clients, excellent written and verbal communication skills, and strong computer skills.

NASD Series 7 and 63 licenses are required, along with a State of New Hampshire Life and Health license.

While performing the duties of this job, the employee is frequently required to sit and talk or hear, and must occasionally lift and/or move up to 25 pounds.

The work environment is usually moderate in noise level. The noise level in the work environment is usually moderate.

• Robust medical, dental, and vision insurance packages.
• Generous time off, including paid federal holidays and a paid day off for your birthday.
• 401(k) retirement savings plan.
• Tuition reimbursement, professional development, and career growth opportunities.
• Employee assistance program.
• Comprehensive wellness program.

Equal Opportunity Employer.