The Financial Consultant is a key member of the investor center team. Your primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts.
In this role, the selected candidate will be responsible to build their business by adding new clients and additional assets to the business mix. This is accomplished through diligent follow-up of referred opportunities and seeking new business from inside and outside of company.