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
