Job Summary
A financial services firm is seeking a Telecommute Financial Consultant Vice President in Tacoma.
Candidates will be responsible for the following:
- Sharing and engaging clients in discussion around market conditions and sound investing principles
- Reviewing and recommending appropriate solutions
- Utilizing a focused client communication strategy and exceeding client expectations
Skills and Requirements Include:
- Must demonstrate your ability to deliver appropriate advice and solutions
- Current and active FINRA Series 7
- FINRA Series 66 (63/65) license and Life & Health Insurance
- Ability to establish trust and rapport with a positive demeanor, and active listening
- Must have robust consulting, influencing and client engagement skills
- Ability to balance service, risk/compliance policies and sales goals
