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
