Series 7 Licensed Internal Advisor Consultant

Job Summary

A company is looking for an Internal Advisor Consultant.

Key Responsibilities

• Develop, maintain, and deepen relationships with clients and colleagues
• Assist clients in investment selection through a consultative sales process
• Partner with senior salesperson to create a business plan to meet goals and objectives

Required Qualifications

• College degree
• High energy
• Proven ability to build strong relationships
• 1+ years of sales experience or finance experience
• Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time