Job Summary
A investment services firm is searching for a person to fill their position for a Remote Senior Financial Consultant Vice President in Boston.
Core Responsibilities of this position include:
- Discovering all you can about your clients to help them stay on track with their financial goals
- Delivering appropriate advice and solutions through a repeatable sales process
- Partnering with and Educating Clients
Must meet the following requirements for consideration:
- Current and active FINRA Series 7
- Interest in acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required in the course of the job
- Desire to work in a collaborative, team-based environment
- Robust consulting, influencing and client engagement skills
- Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals
- Ability to establish trust and rapport
