Investment Consultant

• Job Description

Why Join Our Client? 

Embark on a transformative career journey with a national, privately held investment firm that sets the gold standard for client relationships and professional growth. Our client is not just another financial institution; they’re a community of experts committed to fostering your career potential and maximizing impact on their esteemed client base.

Amplify Your Career 

Unlike firms that focus on one-off transactions, they prioritize long-term relationships with their clients—and employees. You won’t be just another cog in the machine; you’ll be a vital contributor to a dynamic ecosystem that rewards initiative and celebrates milestones.

Purpose of Your Role 

• Your primary mission is to enhance financial legacies by delivering tailored investment solutions. Situated in their bustling Investor Center, you will craft individualized financial plans for existing clients using their state-of-the-art planning tools, sparing you from the grind of lead generation.
• Your day-to-day tasks will be concentrated on delivering exceptional advice, bolstering client relationships, and partnering with wealth management experts.
• By expertly navigating their expansive toolkit, you’ll offer strategies that genuinely impact their lives for the better.

Expertise They Seek 

• A bachelor’s degree is preferred.
• Active Series 7 & 63 licenses required; Series 65 or 66 and state registrations are a plus.
• Professional certifications like CFP, ChFC, or CRPC are a bonus
• Experienced engaging in high-impact client conversations to identify financial objectives.
• In-depth grasp of a diverse investment portfolio and the ability to explain these to clients.

Their Investment in You

Our client recognizes that its employees are its greatest asset. They offer a competitive total rewards package, including a stable base salary plus quarterly bonuses. The offer package may also include variable compensation depending on the position and eligibility requirements.   In addition to a competitive base salary, their comprehensive benefits package includes:

•  Market-leading retirement plans
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Health care coverage, emotional well-being support, and more

Are you ready to take the next step in your career? Apply Now to join their dynamic team!