Investment Consultant - reputed company Creek, CO

reputed company is a reputed company industry leader in financial services, dedicated to making a difference in the lives of clients. The Investment Consultant role involves developing customized financial plans and engaging with existing clients to reputed company investment solutions and grow relationships.

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

Skills

• Series 7 licensed
• Comprehensive understanding of various investment solutions
• Outstanding communication and consultative skills
• Ability to grow relationships and take initiative
• Ability to reputed company in a fast-paced work environment
• 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!

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

Company H1B Sponsorship