Financial Consultant - Greensboro, NC
On-siteGreensboro, North Carolina, United States
Greensboro, North Carolina, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Engage face-to-face with clients in the Investor Center to provide mentorship, personalized planning, and relationship building. Present complex investment solutions, introduce new strategies, and expand the firm's brand reach by leveraging existing client bases and institutional feeders. Maintain rapport and credibility while delivering outstanding, client-centered experiences that exceed expectations. Requires FINRA Series 7 & 66 licenses and appropriate state registrations. Full-time onsite presence with a competitive base salary and comprehensive benefits package.
Required Qualifications
- FINRA Series 7 & 66 licensed
- hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
- Series 07 - FINRA
- Series 66 - FINRA
Desired Qualifications
- Degree or equivalent experience and/or other professional certifications
- CFP
- degree
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