Vice President, Financial Consultant
Confidential
Vice President, Financial Consultant
About the Company
Leading international finance organization providing brokerage & banking services
Industry
Financial Services
Type
Public Company
Founded
1973
Employees
10,001+
Categories
- Brokers
- Finance
- Education
- Banking
- Financial Services
- Consulting & Professional Services
- B2B
- Brokerage
- Economics
- Fund Families
- Investing
- Investment Banking
- Investment Services
- Mutual Funds
- Online Trading
- Personal Finance
- Retirement
- Securities
- Wealth
Specialties
- brokerage
- banking
- financial consulting
- financial products and services
- portfolio management
- advisor services
- retirement plan services
- specialty brokerage services
- mutual fund clearing services
- and mutual fund clearing services
Business Classifications
- B2B
About the Role
The Company is seeking a Financial Consultant to join their branch team. The successful candidate will be a trusted partner, providing holistic financial guidance to clients in the areas of investing, retirement readiness, and education goals. This role is pivotal in helping clients navigate their financial decisions with clarity and empathy. The Financial Consultant will be responsible for combining planning expertise with a thoughtful approach, serving as a guide through various life stages and financial situations. Applicants must have a valid and active FINRA Series 7 license, with the expectation of obtaining or acquiring a FINRA Series 66 (63/65) license and Life & Health Insurance during their tenure. A CFP® Certification is a plus, and the company encourages professional development in this area. The role requires strong business development skills, including proactive client engagement and a passion for community interaction. The ideal candidate will have the ability to build and deepen client relationships, and a strong background in investment strategies and financial planning, with a focus on managing wealth across various financial disciplines. The company offers a comprehensive training program, a clear career path, and is committed to the professional growth and success of its employees.
Functions
- Finance
- Sales/Revenue
Vacancy posted 2 days ago
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