Missouri Licensed Investment Consultant
Job Summary
Driving sales growth and expanding advisor relationships, the full-time Missouri Licensed Investment Consultant will deliver investment solutions and support financial advisors within a designated territory while working remotely.
Key responsibilities
- Develop and execute a territory business plan to drive sales and market share
- Build and strengthen relationships with financial advisors and broker-dealers
- Identify and convert new business opportunities while expanding existing client relationships
Required qualifications
- Ten plus years of relevant work experience
- Active FINRA Series 7 and Series 66 licenses
- Established relationships with wirehouse, independent, and regional broker-dealer advisors
- Strong consultative selling, presentation, and negotiation skills
- Proven track record of growing advisor relationships and achieving sales goals
Complete Job Description
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