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Series 7 Licensed Internal Advisor Consultant
A company is looking for an Internal Advisor Consultant. Key Responsibilities Develop, maintain, and deepen relationships with clients and colleagues Assist clients in investment selection through a consultative sales process Partner with senior salesperson to create a business plan to meet goals and objectives Required Qualifications College degree High energy Proven ability to build strong relationships 1+ years of sales experience or finance experience Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time
A company is looking for an Internal Advisor Consultant.
Key Responsibilities
Develop, maintain, and deepen relationships with clients and colleagues
Assist clients in investment selection through a consultative sales process
Partner with senior salesperson to create a business plan to meet goals and objectives
Required Qualifications
College degree
High energy
Proven ability to build strong relationships
1+ years of sales experience or finance experience
Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time
