Licensed Investment Consultant

Job Summary

A company is looking for a Licensed Investment Services Consultant.

Key Responsibilities

• Coach and educate internal partners to drive investment visibility and identify opportunities
• Promote products and services to clients, developing tailored investment strategies
• Adhere to laws and regulations while managing client accounts and service transactions

Required Qualifications

• University/college degree preferred
• FINRA Series 7 and 66 (or 63 & 65) licenses required
• Life and Health Insurance license required
• Experience in client relationship building and financial analysis
• Understanding of risk management principles