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 Vice President, Financial Consultant to join their dynamic team. In this role, you will have the opportunity to make a significant impact on your career and the finance industry. The successful candidate will be at the forefront of the company's commitment to helping clients own their financial futures, providing them with expert financial guidance, and forming lasting relationships based on trust and respect. The role involves working with existing clients to offer wealth management and financial planning advice, as well as growing your practice through client asset consolidation, networking, and referrals. 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. The ideal candidate will have a passion for serving clients, the ability to build strong relationships, and a desire to provide an outstanding investor experience. Openness to managing wealth in various areas, including retirement and education planning, investment management, and estate planning, is essential. The role also requires the ability to adapt to changing market conditions and a commitment to community engagement in discussions about sound investing principles and long-term investment strategies.
Functions
- Finance
- Sales/Revenue
Vacancy posted 2 days ago
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