FINRA Licensed Investment Consultant

Job Summary

A company is looking for a Regional Investment Consultant.

Key Responsibilities

• Develop and implement sales and relationship management strategies for large, complex accounts
• Generate new revenue pipelines and oversee client relationships, ensuring satisfaction and compliance
• Conduct industry research and provide expert guidance on products and services to clients

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 10+ years of relevant work experience
• FINRA Series 7 and 66 licenses
• Established relationships with Wires, Independents, and Regional Broker Dealers (preferred)
• CFA, CFP, CIMA, or MBA (preferred)