FINRA Licensed Investment Consultant
Company: VirtualVocations
Location: Livonia
Posted on: April 18, 2025
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Job Description:
A company is looking for a Regional Investment Consultant -
Mountain West.
Key Responsibilities
Develops and executes sales and relationship management strategies
for large, complex accounts
Leads idea generation and creates effective messaging to promote
products and services to clients
Assembles teams to deliver tailored presentations and serves as a
chief negotiator for key clients
Required Qualifications
Bachelor's degree or equivalent combination of education and
relevant experience
10+ years of total relevant work experience
FINRA Series 7 and 66 licenses
Established network within the geographical territory
Preferred certifications include CFA, CFP, CIMA, or MBA
Keywords: VirtualVocations, Taylor , FINRA Licensed Investment Consultant, Professions , Livonia, Michigan
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