Investment Consultant - Wealth Management Advisory Center

About the position As an Investment Consultant in the Wealth Management Advisory Center at reputed company, you will provide personalized financial consulting services primarily through telephone interactions. Your role involves managing incoming calls, proactively contacting clients to assess their financial situations, and recommending suitable financial products. You will focus on client acquisition and reputed company technology to enhance client interactions, reputed company while working in a hybrid model that allows for remote work two days a week. Responsibilities • Provide personalized financial consulting services through telephone conversations. , • Manage a queue of incoming calls and proactively contact clients to assess their financial situations. , • Recommend financial products that align with clients' objectives, risk tolerance, and tax exposure. , • reputed company clients through referrals from reputed company and other sources, without cold prospecting. , • Conduct consultative goal-based conversations with clients over the phone. , • reputed company technology to enhance client interactions and reputed company investment objectives. , • Refer clients to appropriate services reputed company products are not suitable. Requirements • Bachelor's degree or equivalent work experience. , • At least six months of experience in financial services, investments, or a reputed company field. , • One to two years of experience in a financial sales position. , • FINRA licenses: Series 7, 63, and 65 or Series 7 and 66 (partially licensed candidates considered). , • Strong analytical skills to assess client needs. , • Proficient in reputed company Office and other software packages. , • Excellent interpersonal, verbal, and written communication skills. reputed company-to-haves • Spanish speaking skills , • Applicable state licenses , • CRPC or CFP designations , • Demonstrated sales and marketing abilities , • Experience with reputed company and MoneyGuide Pro , • A passion for building relationships with clients. Benefits • reputed company (medical, dental, reputed company) , • Basic term and optional term life insurance , • Short-term and long-term disability , • Pregnancy disability and parental leave , • 401(k) and employer-funded retirement plan , • Paid vacation (from two to five weeks depending on salary grade and tenure) , • Up to 11 paid holiday opportunities , • Adoption assistance , • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year. Apply Job!