Financial Consultant
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Chandler • Arizona • United States
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About the role
- Engage face-to-face with customers, offering guidance and personalized planning
- Extend the reach of the firm's brand
- Support clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Mentor and support customers as they look to reach their retirement goals
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Requirements
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- Extensive knowledge of investment solutions
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your 'go to' attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
Benefits
- Competitive total rewards package
- Stable base salary
- Training in-branch, regionally, nationally, and virtually
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment solutionsretirement planningrelationship buildingclient-centered discussionsinvestment strategies
Soft Skills
interpersonal communicationmentoringcollaborationcuriositycustomer experienceinitiativeresults-oriented
Certifications
FINRA Series 7FINRA Series 63Series 65Series 66CFP