Investment Consultant

Salary: $45k

Our company, through its brokerage subsidiaries, is a leading global financial services firm. We provide investors with a broad range of brokerage, mutual fund, and consumer financial products and services on an integrated basis. 

We have built a successful, client-focused business model and an outstanding work environment where you can grow your career. We value teamwork, integrity, service, open communication, and perseverance. 

Position Summary: 

As an Investment Consultant, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of our platform, resulting in asset accumulation and retention.

Responsibilities: 

• Proactive, business development calls to prospects and clients

• Presentation of solutions to clients and prospects through face-to-face meetings

• Tracking of your activities through our client relationship management system

• Continuing to update your sales skills 

• Responding to leads generated through our supplemental business development efforts

Requirements: 

• Series 7 and 66 licenses 

• 3 or more years of proactive, successful sales experience in the financial services industry 

• Bachelor's degree

• You must also be an outstanding communicator, possess comprehensive industry and investment knowledge, and have the ability to present complex information in a way that enables clients to make informed investment decisions.

For more information please contact a recruiter at:

Parallel HR Solutions

801-386-8008