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INVESTMENT CONSULTANT
Letzte Aktualisierung:: September 14, 2009
Ort:  Various, CA
Job-Typ  Vollzeit
Reisen:  Nicht angegeben
Positions-ID:  512043-410516
Job-Niveau:  Jahre)
Anzahl der Öffnungen:  5
Anzahl Jahre Erfahrung:  2 bis 5 Jahre
Ausbildungniveau:  BA/BS
Anfangsdatum:  October 15, 2009

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Tätigkeitsbeschreibung:

International brokerage company seeking experienced Investment Advisors

Daily activities include proactive, business development calls to prospects and clients; presentation of solutions to clients and prospects through face-to-face meetings, tracking of your activities through our client relationship management system, continuing to update your sales skills, and responding to leads generated through our supplemental business development efforts.

Positions open in Las Vegas, Chicago, Roseville, Santa Monica, San Rafael and Rancho Cucamonga.

Benefits of working for the company:

·        Base plus commission as opposed to 100% commission or draw

·        Over 600 leads and existing customers are provided to new ICs

·        Opportunity to build a larger book of business in a smaller branch environment

·        Private offices in most locations

·        State of the art tools

·        Innovative technology

·        Outstanding personal service offerings to clients

·        Affordable pricing offerings to clients

·        Career advancement: Branch Manger, Regional Manger and Divisional VP advancement

·        Environment that fosters teamwork, integrity, service, open communication, and perseverance


Ideal candidates will have a Bachelor's degree; Series 7 and 63 or 66, 3 or more years of proactive, successful sales experience in the financial services industry. You must also be an outstanding communicator, possess comprehensive industry and investment knowledge, and have the ability to present complex information in a way that enables clients to make informed investment decisions.

Base salary and eligible for quarterly sales incentives based on individual production and Branch performance against both asset and new account targets.

This is a unique opportunity to work for a major international company where you will be offered all the support and training you need, the position also offers career advancement and unlimited bonus with a base salary. Please specify which location you are applying to when submitting your resume.

Qualifikationen:

Ideal candidates will have a Bachelor's degree and MUST HOLD A VALID Series 7 and 63 or 66 (must pass Series 65 or 66 within 90 days of hire); 3 or more years of proactive, successful sales experience in the financial services industry. You must also be an outstanding communicator, possess comprehensive industry and investment knowledge, and have the ability to present complex information in a way that enables clients to make informed investment decisions.


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