Remote Non Deposit Investment Products and Services Financial Consultant

Job ID: Available for Members

Location: New York

Compensation: To Be Discussed

Staff Reviewed: Fri, May 15, 2020

This job expires in 9 days

Job Category: Consulting, Financial, Sales

Telecommute Level: 100% Telecommute

Travel Requirements: No Travel

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Additional Information: Benefits Available

Job Summary

An RIA custodian and financial broker-dealer has a current position open for a Remote Non Deposit Investment Products and Services 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
  • Employing ethical business practices

Qualifications for this position include:

  • High school diploma or equivalent
  • Must maintain Licenses and FINRA registrations
  • Registration If required by the state of hire
  • Broad knowledge of characteristics and needs of clients and partners
  • Demonstrated ability
  • Strong self-motivation