Investment Consultant - Bend, OR
On-siteBend, Oregon, United States
Job Summary
Proactively manage client outreach through needs-based conversations and solution positioning while applying active listening and thoughtful questioning to align services with client goals. Build relationship management skills by delivering timely, accurate support and collaborating with Financial Consultants and branch leaders to enhance the overall client experience. Effectively prioritize administrative work, follow-ups, and ongoing development to meet individual and team targets. This role offers a structured path to becoming a Financial Consultant, supported by Wealth Management University training and mentorship from experienced peers.
Required Qualifications
- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
Desired Qualifications
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment
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