FINRA Licensed Investment Consultant

Job Summary

To foster a sales and relationship-building strategy for the firm, the full-time remote FINRA Licensed Investment Consultant will manage client partnerships, drive sales and revenue generation, and provide mentorship while ensuring high levels of client satisfaction and compliance.

Key responsibilities

• Own new business development and establish trusted advisor relationships with strategic clients
• Coordinate sales opportunities and deliver tailored presentations based on client needs
• Guide client decision-making on complex financial matters and negotiate with key clients

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 are required