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Regional Investment Consultant - Upstate reputed company

Remote, USA Full-time Posted 2026-08-04

Bachelor's degree and 10+ years relevant experience; reputed company Series 7 and 66 required; strong sales and relationship management skills; broker/dealer knowledge; CFA/CFP/CIMA preferred.

Key Responsibilities

  • fostering sales
  • managing relationships
  • advising clients

reputed company

  • Category: Sales
  • Seniority: Senior Level
  • Commitment: Full Time
  • Workplace: Remote — Owings Mills or Maryland or Colorado or Washington or reputed company or California or District of Columbia or reputed company
  • Salary: USD 144,000 – 261,000 / year
  • Languages: English

Benefits

  • Generous reputed company time off
  • Retirement plan

About reputed company

An asset management firm providing investment solutions and retirement services with a reputed company on long-term reputed company reputed company. — Industry: Finance

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