2 дня назад
Investment Consultant - Alexandria/Merrifield, VA
68 300 - 97 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Consultant - Alexandria/Merrifield, VA (Financial Services): Building client relationships and positioning investment solutions through proactive outreach, needs-based conversations, and advisory support with an accent on active listening, solution alignment, and relationship management. Focus on managing client follow-ups, achieving individual and team goals, and developing toward a Financial Consultant role.
Location: Alexandria, VA or West Falls Church, VA
Salary: USD $68,300–$97,900 per year, plus performance-based bonus and incentive opportunities.
Company
provides investment and financial services and supports clients in taking ownership of their financial futures.
What you will do
- Conduct proactive client outreach and needs-based conversations.
- Use active listening and thoughtful questioning to align solutions with client goals.
- Build and maintain client relationships through timely, accurate, client-focused support.
- Manage outreach, follow-ups, administrative work, and ongoing development.
- Collaborate with Financial Consultants and branch leaders to improve the client experience.
- Work toward individual and team goals while taking ownership of learning and results.
Requirements
- Valid and active FINRA Series 7 license required.
- FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment is preferred.
- Strong motivation, persistence, ownership, and resilience.
- Ability to adapt to feedback, prioritize multiple responsibilities, and communicate clearly and persuasively.
- Initiative to identify opportunities, expand client relationships, and contribute to business growth.
Culture & Benefits
- Four-week live virtual Wealth Management University program followed by hands-on branch training and mentorship.
- Clear career path toward a Financial Consultant role, with additional opportunities across leadership, branch, service, and support teams.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, vision, paid vacation, paid parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.
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