IA and NE Licensed Investment Consultant

Job Summary

To foster a sales and relationship-building strategy, the full-time remote IA and NE Licensed Investment Consultant will manage client partnerships, drive revenue generation, and provide advisory services while ensuring compliance and operational efficiency.

Key responsibilities

• Develop and maintain trusted advisor relationships with strategic clients, focusing on new business development and account growth
• Coordinate with global teams to deliver tailored presentations and manage key client relationships effectively
• Serve as a chief negotiator and sales consultant for complex client needs, analyzing performance metrics to drive improvements

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