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Investment Consultant
Company: Leading Brokerage Investment Company
Location: Westchester New York
Category: Consulting
Job Description:
Role: We are currently seeking a Series 7 and 63 licensed Investment Consultant. As an Investment Consultant you will assess assist and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the company's platform resulting in asset accumulation and retention. We have built a successful client focused business model and an outstanding work environment where you can grow your career. We value teamwork (See More)
You may also want to:Location: Westchester New York
Category: Consulting
Job Description:
Role: We are currently seeking a Series 7 and 63 licensed Investment Consultant. As an Investment Consultant you will assess assist and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the company's platform resulting in asset accumulation and retention. We have built a successful client focused business model and an outstanding work environment where you can grow your career. We value teamwork (See More)
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