Remote Non Deposit Investment Products Financial Consultant

Job ID: Available for Members

Location: Ohio

Compensation: To Be Discussed

Staff Reviewed: Tue, May 12, 2020

This job expires in 6 days

Job Category: Consulting, Financial, Sales

Telecommute Level: 100% Telecommute

Travel Requirements: No Travel

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Additional Information: Benefits Available

Job Summary

A financial company is filling a position for a Remote Non Deposit Investment Products Financial Consultant.

Must be able to:

  • Provide comprehensive, needs- based financial solutions to clients
  • Ensure full compliance of regulatory, broker dealer and institution requirements
  • Build strong relationships with retail branch staff, supporting and motivating their referral efforts

Qualifications Include:

  • High school diploma or equivalent
  • Minimum of two (2) years investment sales experience
  • Ability to maintain Licenses and FINRA registrations
  • Demonstrated ability to sell products and services to investment clients
  • Broad knowledge of characteristics and needs of clients and partners
  • Proficiency in Microsoft Office product suite, including Power Point