Investment Consultant

• Job Description

Who They Are

Our client is a privately held investment firm that sets the gold standard for client relationships and professional growth. They are not just another financial institution; they’re a community of experts committed to fostering your career potential and maximizing impact on their established client base. Unlike firms that focus on one-off transactions, they prioritize long-term relationships with their clients—and employees.

What You Will Do

• In this non-sales role, your primary mission will be to enhance financial legacies by delivering tailored investment solutions.
• Situated in their fast-paced Investor Center, you will craft individualized financial plans for a select base of existing clients using their state-of-the-art planning tools, sparing you from the grind of lead generation and prospecting.
• Your day-to-day tasks will be delivering exceptional advice, bolstering client relationships, and partnering with wealth management experts.

Expertise They Are Looking For

• A bachelor’s degree is preferred, but experience counts
• Active Series 7 & 63 licenses required (Series 65 or 66 licenses a plus)
• Professional certifications like CFP, ChFC, or CRPC are a bonus
• 2+ years of proven success in building client relationships, uncovering needs, and recommending solutions
• Intermediate knowledge of financial planning concepts

Their Investment in You!
Our client considers their people as their most valuable asset and offers a holistic rewards structure, which includes:

• Competitive base salary and quarterly performance incentives ($100k-$110k DOE)
• Robust benefits designed for you and your family’s well-being
• Diverse training opportunities to advance your career: in-branch, regional, national, and virtual platforms

Are you ready to elevate your career to new heights? Apply Now!