FINRA Licensed Investment Consultant

Job Summary

A company is looking for a Regional Investment Consultant for the Pacific Northwest region.

Key Responsibilities

• Develop and manage client relationships, focusing on sales and revenue generation
• Coordinate sales opportunities and deliver tailored presentations to clients
• Guide and mentor less senior professionals on compliance and achieving team goals

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
• Strong relationships with Wires, Independents, and Regional Broker Dealers (preferred)
• Working knowledge of Broker/Dealer product platforms (preferred)