FINRA Licensed Investment Consultant

Job Summary

Fostering a sales and relationship-building strategy, the full-time remote FINRA Licensed Investment Consultant will manage client partnerships, drive sales and revenue generation, and provide expert advice on investment solutions while ensuring client satisfaction and compliance.

Key responsibilities

• Develop and execute business development strategies for high-profile clients, identifying prospects and building trusted advisor relationships
• Contribute to relationship management strategies, overseeing client interactions and ensuring effective communication and proposal delivery
• Analyze complex data and industry trends to guide client decision-making and negotiate with key clients to enhance service offerings

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