Remote Regional Center Investment Consultant in Greater Orlando Area

Location: Florida

Compensation: To Be Discussed

Staff Reviewed: Thu, Feb 11, 2021

This job expires in: 10 days

Job Category: Sales

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company is filling a position for a Remote Regional Center Investment Consultant in Greater Orlando Area.

Must be able to:

  • Develop financial plans
  • Interacting with clients
  • Follow up on leads

Required Skills:

  • FINRA Series 7 & 63
  • Series 65 or 66 licensed and appropriate state registrations OR ability to acquire
  • Motivated self-starter
  • Deep understanding of various investment products
  • Incomparable consultative selling and organizational skills
  • Coachable

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