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Remote Financial Managed Account Consultant

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Fri, Jan 27, 2023
Job Category: Financial
Weekly Hours: Full Time, Part Time
Employment Status: Permanent
Employer Type: Employer
Career Level: Experienced
Education Level: Bachelors

Job Summary

A financial services company has a current position open for a Remote Financial Managed Account Consultant.

Core Responsibilities of this position include:

  • Delivering an annual portfolio review
  • Managing ongoing client relationship of all accounts assigned

Position Requirements Include:

  • Financial services or related experience of 2 - 3 years
  • FINRA Series 7 and 66
  • Bachelor's degree or equivalent

COMPLETE JOB DESCRIPTION

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