Wealth Management Investment Consultant, Advisory Services
$64,855–$76,300 year
On-site · Cincinnati, Ohio, United States or Saint Paul, Minnesota, United States
Job Summary
Wealth Management Investment Consultant provides personalized customer-facing financial consulting and advising services via telephone. The role profiles customer prospects to understand financial goals, analyzes investment objectives considering risk tolerance and tax exposure, and recommends financial products that meet objectives while ensuring compliance with laws and corporate policies. Requires strong knowledge of the securities industry, ability to interpret client needs, and capability to deliver customized, objective-based investment advice. The role emphasizes relationship-building, sales/marketing abilities, multi-tasking, and proficient use of software tools like Salesforce and MoneyGuide Pro. The position includes comprehensive benefits and requires collaboration with clients to help them achieve financial security.
Required Qualifications
- Bachelor's degree or equivalent work experience
- FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66
- At least six months of financial services, investments, or related experience
- One to two years of job-related experience in a financial sales position
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