FINRA Licensed Investment Consultant

Job Summary

A company is looking for a Regional Investment Consultant - Metro D.C.

Key Responsibilities

• Develop and implement sales and relationship management strategies for large, complex accounts
• Generate new revenue pipelines through lead generation and maintain key client relationships
• Serve as a consultant to clients, ensuring satisfaction and compliance while achieving sales targets

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 10+ years of total relevant work experience
• FINRA Series 7 and 66 licenses
• Established network within the geographical territory
• Preferred credentials include CFA, CFP, CIMA, or MBA