Telecommute Financial Consultant in Amherst

Job ID: Available for Members

Location: Massachusetts

Compensation: To Be Discussed

Staff Reviewed: Fri, Sep 13, 2019

Job Category: Financial

Telecommute Level: Occasionally

Travel Requirements: Field Travel Required, Some Travel

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Education Level: Some College

Additional Information: Benefits Available

Job Summary

A financial services company needs applicants for an opening for a Telecommute Financial Consultant in Amherst.

Candidates will be responsible for the following:

  • Focusing on cultivating relationships with an existing client base
  • Providing the appropriate investment solutions to local area clients and help expand the acquisition of new customers
  • Engaging with customers locally, at an establishment of their choosing

Must meet the following requirements for consideration:

  • Travel Yes, 25 % of the Time
  • A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Remarkable knowledge of investment products
  • All other requirements necessary for this position