Unknown Company

Financial Consultant

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vancouver, wa • Posted 2 weeks ago
Onsite Full Time Consulting

Responsibilities

  • Engage face‑to‑face with your customers, offering guidance and personalized planning
  • Extend the reach of the firm's brand
  • Nurture relationships with an existing client base
  • Provide comprehensive investment solutions and retirement plans to meet client needs
  • Support clients in reaching their retirement goals

Requirements

  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 66 licensed and appropriate state registrations OR ability to acquire series 66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • 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

Core Competencies

Demonstrates expertise in providing comprehensive investment solutions and retirement planning while effectively building and nurturing client relationships. Holds necessary FINRA licenses and is capable of presenting complex financial solutions to a knowledgeable client base.

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Financial Consultant in vancouver at Unknown Company

This position is listed as full time and onsite.

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