Investment Consultant

• engage face-to-face with your clients, providing mentorship and personalized planning
• helping expand the reach of the firm's brand
• nurture relationships with an existing client base

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Coachable, collaborative, and curious are key attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations
• Extensive knowledge of investment solutions

Demonstrates expertise in building client relationships and providing personalized investment strategies while holding FINRA Series 7 and 66 licenses. Committed to delivering exceptional customer experiences and mentoring clients to achieve their financial goals.

• FINRA Series 7 License
• FINRA Series 66 License
• Investment Solutions Knowledge
• Client Relationship Management
• Customer Experience Excellence

• Investment Strategy Development
• Financial Planning
• Needs Assessment
• Solution Recommendation
• Client Asset Management

• Mentorship
• Collaboration
• Coaching
• Curiosity
• Initiative

• CFP Certification
• State Registrations

• Client-Centered Discussions
• Brand Expansion
• Relationship Nurturing
• Customer Experience
• Results Orientation