Investment Consultant - Relationship Manager/CPA
On-site · Coral Gables, Florida, United States
Job Summary
Investment Consultant - Relationship Manager on a Financial Advisor team responsible for developing, maintaining, and overseeing client relationships. Provides individualized investment consulting by analyzing client circumstances and objectives, presenting investment opportunities, and recommending strategies to meet financial goals. Delivers presentations/seminars to clients and prospects for business development; ensures compliance with industry rules and regulations and collaborates with Financial Advisor Team to offer wealth management services.
Required Qualifications
- Certified Public Accountant (CPA) required
- Active Series 7, 63 and 65 or Series 7 and 66 exams within company policy
- Bachelor's degree preferred with five years of business experience and proven success in a previous career
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