Investment Consultant

$120K–$130K (Base Salary + Guaranteed Monthly & Quarterly Bonuses) Empower Your Career. Deepen Client Impact. Do What You Were Meant to Do. You entered financial services to truly make a difference—to help people achieve lifelong financial goals. This is your chance to do just that with a national, privately-owned wealth management firm known for prioritizing relationships over transactions and people over profits. Here, you won’t waste time cold‑calling or prospecting. Instead, you’ll partner with an existing portfolio of clients—empowering you to focus on what matters most: delivering comprehensive financial guidance and developing lasting relationships . Why Join This Firm? Career Growth & Advancement Step into a clearly defined career path with robust mentorship, leadership support, and ongoing learning resources tailored for your professional development. National Presence, Boutique Culture Enjoy the best of both worlds—a well‑respected national brand with the flexibility and close‑knit culture of a privately held firm. Purpose‑Driven Work Here, your advice doesn’t just manage portfolios—it changes lives. You'll help clients navigate complex financial journeys with confidence and clarity. Your Role & Impact Working from a collaborative branch office, you’ll lead meaningful financial planning conversations with existing clients . By leveraging best‑in‑class tools and support, you’ll deliver tailored investment strategies and deepen client relationships. Key Responsibilities Lead financial planning meetings and present personalized solutions aligned with each client’s goals. Cultivate relationships through proactive outreach, needs assessments, and follow‑up. Leverage firm technology to optimize client prep, communication, and service delivery. What You Bring Licensing: Active Series 7 and 66 (or 63 & 65) licenses required . Experience: 2+ years of experience in financial planning and investment advisory services. Education: Bachelor’s degree; CFP or progress toward designation is a plus. Skills: Excellent communicator with a strong grasp of investment products, relationship management, and consultative problem‑solving. Mindset: Entrepreneurial, service‑focused, and thrives in a dynamic, collaborative environment. They Invest in You This firm is committed to your success—personally, professionally, and financially. You’ll receive: Stable base salary + guaranteed monthly & quarterly bonuses $120K–$130K. Robust Benefits Comprehensive health care & mental wellness support Generous retirement contributions Paid time off + parental leave Tuition reimbursement, student loan repayment, and more Hybrid workplace model balancing in‑office engagement and off‑site flexibility Charitable giving match programs and community involvement opportunities Take the Next Step in a Career That Matters If you're ready to move beyond transactions and build a meaningful career where your expertise is valued and your growth is prioritized, apply today! #J-18808-Ljbffr