Remote Financial Consultant

Location: Ohio

Compensation: To Be Discussed

Staff Reviewed: Fri, Apr 30, 2021

This job expires in: 15 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

An RIA custodian and financial broker-dealer is filling a position for a Remote Financial Consultant.

Core Responsibilities of this position include:

  • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate
  • Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions
  • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions

Skills and Requirements Include:

  • High school diploma or equivalent
  • At least two (2) years investment sales experience
  • An active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active Series 65 or 66
  • Strong self-motivation and ability to work independently
  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space
  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results

COMPLETE JOB DESCRIPTION

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