Investment Solutions Consultant
vor 4 Wochen
Position Overview
This role is dedicated to delivering tailored financial guidance and innovative solutions to clients, assisting them in reaching their financial aspirations. Key duties encompass assessing client inquiries, directing referrals to relevant business partners based on client requirements and asset levels, engaging with clients to evaluate financial and investment objectives, formulating a financial strategy, and suggesting brokerage offerings. This position necessitates ongoing professional development through mandatory licensing and training programs. Compliance with SAFE Act registration is required, and all personnel involved in residential loan mortgage originations must register with the federal registry system and maintain good standing. Non-compliance with SAFE Act registration may lead to disciplinary measures, including termination.
Key Responsibilities:
- Collaborates with clients to outline their short and long-term financial objectives by creating a comprehensive financial strategy utilizing brokerage products such as stocks, bonds, mutual funds, annuities, and managed banking solutions.
- Advises on banking and investment strategies that align with the financial goals and needs of clients.
- Evaluates client requests and refers them to suitable internal service providers based on their needs and asset levels.
- Identifies and mitigates risks as part of daily operations.
- Engages potential new clients through referrals or existing financial center clientele.
- Provides mentorship and feedback to referral partners based on insights into client needs and recommended product services.
Required Qualifications:
- Possesses Series 7 and 65 licenses (or 66) or has the ability to obtain the necessary licenses within a specified timeframe.
- Minimum of one year of experience in the investment sector, including comprehensive training and knowledge of investment products and services.
- At least one year of experience in the financial services sector and/or a sales environment with a proven track record of meeting or exceeding goals.
- Demonstrates goal-setting and achievement capabilities.
- Builds and maintains strong professional relationships.
- Effectively collaborates with others to accomplish objectives.
- Communicates confidently and effectively, engaging with all clients.
- Manages objectives, navigates complexities, prioritizes tasks, and executes efficiently in a dynamic environment.
- Exhibits a willingness to learn, adapts to new information, and seeks optimal solutions for clients.
- Effectively manages time and workload.
- Incorporates relevant regulatory due diligence into daily activities and long-term client strategies.
Desired Qualifications:
- Strong computer proficiency with the ability to multitask in a high-pressure environment.
- Three or more years of experience in the financial services sector and/or a sales environment with a history of meeting or exceeding goals.
- Possesses additional professional certifications such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
- Holds insurance licenses.
Skills:
- Advisory Services
- Account Management
- Client Experience Enhancement
- Customer Focus
- Effective Communication
- Issue Resolution
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policy and Procedure Compliance
- Client Relationship Management
- Analytical Skills
- Written Communication
Shift: 1st shift (United States of America)
Hours Per Week: 40
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