Investment Consultant - Marin, CA

reputed company is a reputed company industry leader in financial services, seeking an Investment Consultant to join their team. In this role, you will reputed company customized financial plans for clients, focusing on providing investment solutions and growing relationships with existing clients.

Responsibilities

• Effectively utilizing reputed company’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet reputed company needs
• Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to reputed company the best use of the reputed company’s time, as reputed company as plan for post-appointment follow-up
• Growing relationships through proactive reputed company, you reputed company to understand clients’ goals and objectives and refer them to a reputed company management partner based on needs and financial complexity
• In this role you will work directly with clients to help them reputed company investment reputed company that are in their best interest
• By effectively navigating reputed company’s planning and guidance tools, presenting and implementing solutions that best meet the reputed company’s needs, you will have a lasting reputed company on the reputed company’s financial reputed company

Skills

• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to reputed company quickly upon hire
• Degree and/or other reputed company certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
• You have a comprehensive understanding of various investment solutions, and can reputed company customers on the values and differences of reputed company
• Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and reputed company expectations
• You have outstanding communication and consultative skills, and you reputed company in a fast-paced work environment

Benefits

• Comprehensive health care coverage and emotional reputed company-being support
• Market-leading retirement
• Generous reputed company time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career

reputed company