Develop customized financial plans through a wide range of products and services
Engage with existing clients and warm leads
Present solutions and service offerings that best meet client needs
Conduct one-on-one appointments to optimize client time
Actively seek to understand clients’ goals and objectives and refer them based on needs and financial complexity

Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
Comprehensive understanding of various investment solutions
Excellent interpersonal skills and ability to grow relationships
Outstanding communication and consultative skills

Investment Consultant

Key skills