Financial Consultant

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm’s brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We’re Looking For

Previous success in building relationships, uncovering needs and recommending solutions

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility

Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

Being coachable, collaborative, and curious are your “go to” attributes

Committed to delivering an outstanding customer experience with a passion for seeing others thrive

Motivated by results and finding solutions, you take initiative and exceed customer expectations

Extensive knowledge of investment solutions