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FINRA Licensed Investment ConsultantVirtualVocations • Durham, North Carolina, United States
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FINRA Licensed Investment Consultant

FINRA Licensed Investment Consultant

VirtualVocations • Durham, North Carolina, United States
28 days ago
Job type
  • Full-time
Job description
To foster a sales and relationship-building strategy for the firm, the full-time remote FINRA Licensed Investment Consultant will manage client partnerships, drive sales and revenue generation, and provide mentorship while ensuring high levels of client satisfaction and compliance. Key responsibilities Own new business development and establish trusted advisor relationships with strategic clients Coordinate sales opportunities and deliver tailored presentations based on client needs Guide client decision-making on complex financial matters and negotiate with key clients Required qualifications Bachelor's degree or equivalent combination of education and relevant experience 10+ years of total relevant work experience FINRA series 7 and 66 licenses are required
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FINRA Licensed Investment Consultant • Durham, North Carolina, United States

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