обновлено 1 час назад
Investment Consultant (Financial Services)
27 - 45$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Consultant (Financial Services): Developing client consulting skills through proactive outreach, needs-based conversations, and solution positioning with an accent on relationship management, financial services, and client-focused support. Focus on aligning investment solutions with client goals, managing outreach and follow-up, and building a path toward Financial Consultant responsibilities.
Location: Atlanta (Buckhead), Georgia, United States
Salary: USD $27.40–$45.14 per hour, plus bonus and incentive opportunities tied to performance.
Company
provides investment, wealth management, and financial services focused on helping clients manage 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 client relationships through timely, accurate, and client-focused support.
- Manage outreach, follow-ups, administrative work, and ongoing development.
- Collaborate with Financial Consultants and branch leaders to improve the client experience.
- Take ownership of learning, results, and professional growth.
Requirements
- 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, adaptability, time management, and goal orientation.
- Ability to communicate clearly, build trust, influence decisions, and identify appropriate solutions.
Culture & Benefits
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training, mentoring, coaching, and feedback.
- Career path toward a Financial Consultant position and other branch, leadership, service, and support opportunities.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, vision, paid vacation, paid parental leave, family-building benefits, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.
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