Job Description
Investment Consultants needed for our growing investment services
firm with a large client base, selling investment products to high
net worth and small business owners. This full service organization
offers a complete product line with a compelling “value equation”
for their clients. Our client offers the following products: Mutual
funds, Annuities, Managed Money, Online trading, CD, research, planning,
retirement and tax planning.
Total earnings $85K – $150K+. Opportunities
available in many US cities. Great place to work!!!!
Job Requirements
They are looking for experienced Investment Consultants
who are actively licensed with Series 7 and Series 63, as well as
appropriate insurance licensing to sell investment products and perform
financial planning. We need investment professionals to assess, assist
and guide new and existing clients as they choose the services best
suited to meet and exceed their financial goals.
As a new business development officer, your focus
will be on collecting additional assets from existing clients and
offering a better price for a larger piece of the pie. Compelling
“value equation” for a client in today’s challenging
market. Investment consultants do not cold call or use white pages.
The ideal candidate will sell investment products
to existing clients while earning base salary and quarterly bonus.
EXCITING new compensation plan for 2008. Be a top producer and earn
an additional “super achiever” Bonus.
