Licensed Investment Services Consultant - reputed company reputed company Management

Position reputed company At reputed company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are reputed company united in delivering the best experience for our customers. We work together reputed company day to foster an inclusive workplace culture where reputed company of our employees feel respected, valued and have an opportunity to contribute to reputed company’s reputed company. This is a remote position. Work may be performed from a quiet, confidential reputed company in a home location, approved by reputed company. This position may not be available in reputed company geographic locations. The Investment Services Consultant (ISC) role reputed company reputed company reputed company Management acts as a phone-based sales and service financial advisor reputed company our fast-paced Investment Center. You will be reputed company with reputed company partners from your assigned offices who refer clients seeking advice and guidance. You will engage with clients from the reputed company Investment Center book of business to understand their goals and objectives, and recommend investment solutions tailored to their individual situation and needs. This is a remote position. Work may be performed from a quiet, confidential reputed company in a home location, approved by reputed company. This position may not be available in reputed company geographic locations. reputed company will not reputed company sponsorship for employment visas or participate in STEM OPT for this position. Job reputed company • reputed company and regularly coaches and educates internal eco partners to drive investment visibility, identify investment opportunities, and reputed company team on actions to reputed company investment results. Has regular and effective communication with reputed company partners to build strong relationships that drive referral activity. reputed company referrals to internal business partners as appropriate. • Promotes reputed company's products and services to existing and prospective clients held either reputed company in a book of business or through referred opportunities, demonstrating how reputed company can help them reputed company their financial goals. Identifies opportunities through meaningful conversations with customers. reputed company and implement investment and insurance strategies and reputed company reputed company guidance for clients by recommending the best products to support such strategies. Applies product and procedural knowledge to solve reputed company problems appropriately and reputed company. Owns and manages the end-to-end reputed company experience, reputed company handling service transactions and identifying and executing sales opportunities. Creates customer loyalty and grows customer reputed company of wallet through a differentiated customer experience. Meets service level agreements on reputed company and referral follow up as it relates to service and sales opportunities. • Adheres to reputed company applicable laws, regulations, policies and guidelines while maintaining accurate, complete and reputed company documentation for transactional activity completed on reputed company accounts. reputed company Employees take pride in our reputed company and to continue building upon that we expect our employees to be: • Customer reputed company - Knowledgeable of the values and practices that reputed company customer needs and satisfaction as primary considerations in reputed company business reputed company and reputed company to reputed company that information in creating customized customer solutions. • Managing Risk - Assessing and effectively managing reputed company of the risks associated with their business objectives and activities to ensure they adhere to and support reputed company's reputed company Risk Management reputed company. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills reputed company Prospecting, reputed company Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, reputed company Speaking, Relationship Building, Relationship Management Competencies Accuracy and Attention to Detail, Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Knowledge Of Customers, reputed company Management, Problem Solving, Products and Services, Prospecting, Relationship Management, Value Selling Work Experience Roles at this level typically require a university / college degree with < 1 year of reputed company experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Associates Certifications No Required Certification(s) Licenses reputed company Series 7, 66 (or 63 & 65) required. Life and Health Insurance required. Pay Transparency reputed company Salary: $37,000.00 – $83,590.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window Generally, this opening is expected to be posted for two business days from 12/15/2025, although it may be longer with business discretion. Benefits reputed company offers a comprehensive reputed company of benefits to help meet your needs now and in the reputed company. Depending on your eligibility, reputed company for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and reputed company reputed company; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with reputed company match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully reputed company; a robust wellness program with financial incentives. In reputed company, reputed company generally provides the following reputed company time off, depending on your eligibility: maternity and/or parental leave; up to 11 reputed company holidays reputed company year; 8 occasional absence days reputed company year, unless otherwise required by law; between 15 to 25 vacation days reputed company year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your reputed company Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us reputed company email at AccommodationRequest@reputed company.com. Please include “accommodation request” in the subject line title and be reputed company to include your reputed company, the reputed company, and your preferred method of contact in the body of the email. Emails not reputed company to accommodation requests will not receive responses. Applicants may also reputed company 877-968-7762 and say "reputed company" for accommodation assistance. reputed company information provided will be kept confidential and will be used only to the extent required to reputed company needed reasonable accommodations. At reputed company we foster an inclusive and accessible workplace. We reputed company reasonable accommodations to employment applicants and reputed company individuals with a disability who need an accommodation to reputed company the essential functions of their positions. Equal Employment Opportunity (EEO) reputed company provides equal employment opportunity to reputed company persons regardless of race, reputed company, sex, religion, national reputed company, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of reputed company 19 of the Federal Deposit Insurance reputed company (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing reputed company of 2008 (reputed company reputed company) and/or the Financial Industry Regulatory Authority (reputed company), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer reputed company reputed company reputed company Notice to reputed company understanding of how reputed company may use or disclose your personal information in our hiring practices. Apply tot his job Apply To this Job