Managed Accounts Investment Consultant II
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-06-05
Listing for:
VaultVestor
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Vault Vestor in Smithfield is seeking an adept Investment Management Consultant II to serve as a subject matter expert on managed accounts, focusing on customer experience and retention. The role includes managing complex client needs with a strong emphasis on consultative selling and client management.
The ideal candidate has a minimum of 4 years in financial services, holds FINRA Series 7 and 66 or has the ability to acquire the latter upon hire. The position offers a competitive rewards package to ensure a healthy work-life balance.
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