Managed Accounts Investment Consultant II
VaultVestor
VaultVestor in Smithfield is seeking an adept Investment Management Consultant II to serve as a subject matter expert on managed accounts, focusing on customer experience and retention. The role includes managing complex client needs with a strong emphasis on consultative selling and client management. The ideal candidate has a minimum of 4 years in financial services, holds FINRA Series 7 and 66 or has the ability to acquire the latter upon hire. The position offers a competitive rewards package to ensure a healthy work-life balance. #J-18808-Ljbffr VaultVestor
Vacancy posted 2 days ago
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