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Job Opportunity: Senior Investment Advisor, series 7 required:

Job description:

job details

Job Number: 1216085
listing title: Senior Investment Advisor, series 7 required
Employment Type: Full-time
Job location: Schaumburg, IL
Hours: 8:30am - 5:00pm
Post Date: Feb 14 2018
income: $100K-$110K
Detailed Listing description
Base income plus quarterly incentives = $100k - $110k

Due to heavy growth and recent expansion, this national Investment Services leader seeks an exceptional individual to join their Retail Distribution team. In this senior level function, you will both assess and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals. You are expected to have a strong results oriented work ethic in order to develop and maintain relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the Firms platform, resulting in asset accumulation and retention.

Specific Job responsibilities:
-Maintain and grow an established book of private wealth clients
-Position appropriate products -- through balanced presentations -- to each client current needs and long term financial strategy, including sell advice and portfolio planning
-Meet and/or exceed sales performance minimums on both a quarterly and annual basis
-Identify and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvement
-Build and maintain strong client network and pipeline through referrals and solicitation of active and prospective client base.
-Responsible for driving branch customer appointments and phone sale opportunities.
-Provide and demonstrate solid portfolio planning expertise and comprehensive industry and investment knowledge
-Adhere to all compliance/risk procedures, follows corporate and industry protocols

Requirements:
-4 year college degree is preferred
-3 to 5 years of investment located sales and relationship management practice
-Series 7 required/Series 66 (or 63/65) (must pass -Series 66 within 90 days of hire)
-Clean compliance record
-Established track record of results and success in providing advice and consultation as well as sustaining and expanding client relationships
-Proven success in positioning appropriate solutions and strategies for clients.
-capability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
-practice presenting solutions to clients and -prospects through face-to-face/phone meetings
-knowledge of current regulatory requirements in the financial industry
-Proactive team player able to work in a fast-paced environment
-Strong computer expertise, with proficiency in Excel, Word, Outlook, etc.

This exceptional career opportunity will not last long so send your resume today!
Required expertise:

E-Mail: rboltz@accessstaffing.com

Skills:

Job Category: Other [ View All Other Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Schaumburg, Illinois
Company Type Employer
Post Date: 02/14/2018 / Viewed 12 times
Contact Information
Company:
Contact Email: rboltz@accessstaffing.com


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