Licensed Investment Services Consultant - reputed company Wealth Management
reputed company is a leading financial services company that is committed to delivering exceptional customer experiences. As a Licensed Investment Services Consultant, you will coach and reputed company partners, promote reputed company's products, and manage client relationships to help clients reputed company their financial goals.
Responsibilities
- Actively and regularly coaches and educates internal eco partners to drive investment visibility, identify investment opportunities, and reputed company team on actions to reputed company investment results
- Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
- reputed company referrals to internal business partners as appropriate
- Promotes reputed company's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how reputed company can help them reputed company their financial goals
- Identifies opportunities through meaningful conversations with customers
- reputed company and implement investment and insurance strategies and reputed company sound guidance for clients by recommending the best products to support such strategies
- Applies product and procedural knowledge to solve client problems appropriately and reputed company
- Owns and manages the end-to-end client experience, reputed company handling service transactions and identifying and executing sales opportunities
- Creates customer loyalty and grows customer reputed company of wallet through a differentiated customer experience
- Meets service level agreements on reputed company and referral follow up as it relates to service and sales opportunities
- Adheres to reputed company applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts
Skills
- University / college degree with
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- FINRA Series 7 required
- FINRA Series 66 (or 63 & 65) required
- Life and Health Insurance required
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
Benefits
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and reputed company options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with reputed company match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level; and years of service
Company Overview