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
