Massachusetts Licensed Internal Advisor Consultant

Job Summary

A company is looking for an Internal Advisor Consultant.

Key Responsibilities

• Develop, maintain, and deepen relationships with clients and colleagues
• Assist clients in investment selection through a consultative sales process
• Partner with senior salesperson to create a business plan to meet goals and objectives

Required Qualifications

• Bachelor's degree
• Proactive and high-energy approach with a strong drive for success
• 1+ years of experience in sales or financial services
• Demonstrated ability to build and maintain strong client relationships
• Licensing: Series 7 (or SIE plus Series 7 Top-Off) and Series 66 (or Series 63 & 65 combined), or the ability to obtain these within a defined timeframe