The successful candidate will work within a set circuit of branches and meet with customers to determine their investment needs, recommend investments strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Financial Consultant compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Financial Consultant strives to meet and exceed identified sales goals. The Financial Consultant will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel in an assigned territory. We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
- Series 7 and 65, Life Accident & Health licenses
- Bachelor’s degree or equivalent work experience
- 3 or more years industry related experience
- T-12 minimum of $250K
- Minimum of $25MM AUM