Onboarding Investment Consultant
Saint Louis, Missouri, United States of America
Full Time
20 hours ago
$119,000 - $206,000 USD
Visa Sponsor
Key skills
Project ManagementStrategic PlanningCommunicationPresentation Skills
About this role
Role Overview
- Lead the product mapping process for advisors
- Drive accountability for investment product initiatives
- Review strategic approaches and effectiveness of product due diligence
- Develop appropriate solutions for recruit's product mapping decisions
- Make decisions in complex situations requiring knowledge of business areas
- Collaborate with onboarding team to drive initiatives
- Present at Advisor Recruit Due Diligence
- Assist new recruits to ensure comfort with onboarding
Requirements
- 5+ years of Business Execution, Implementation, or Strategic Planning experience
- Strong understanding of investment products and lending solutions
- Experience with financial advisors on investment product decisions
- Proven experience in building professional relationships
- Ability to take ownership and drive improvements
- Ability to analyze complex business scenarios
- Excellent communication and presentation skills
- Ability to collaborate with internal teams
- Proven ability to lead cross-functional initiatives
- Strong organizational and project management skills
- Comfortable working in a fast-paced environment
- Series 7 examination (or FINRA recognized equivalents)
- Series 66 examination (or FINRA recognized equivalents)
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement