Job Summary
An investment services firm is filling a position for a Remote Financial Consultant Vice President in Huntington Station.
Core Responsibilities Include:
- Building strong relationships, engaging and encouraging trust, and deepen the client relationship
- Discovering all you can about your clients
- Sharing and engaging clients in discussion around market conditions
Applicants must meet the following qualifications:
- Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals
- Robust consulting, influencing and client engagement skills
- Ability to establish trust and rapport with a positive demeanor, and active listening
- Ability to adapt and implement change as the market and business conditions evolve
- Current and active FINRA Series 7
