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Financial Consultant

Company: Westport One
Location: Rock Hill
Posted on: November 17, 2021

Job Description:

Financial Consultant Our client is a large family-owned bank with over $40 billion in assets under management and 100 years of history. They provide the resources you would find in a large national bank but small enough to be flexible. They are looking for a Financial Consultant to: --- Use branch referrals to advise and sell investment opportunities to mass affluent clients and prospects. --- Foster and cultivate relationships with branch partners to help their clients enhance their financial goals with financial planning and investment strategies. --- Focus on business development and expand investment relationships by developing a local COI network and gaining branch referrals. --- Maintain all compliance standards Skills or Requirements: --- Bachelor---s degree with minimum of 2 years--- experience as registered securities representative --- Series 7, 63, 65/66 and State specific Life and Health Insurance Licenses or willingness to obtain --- Self-starter with strong communication and organizational skills --- Collaborative/ team player with a strong attention for detail -- Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions. Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business---. So, let---s start building! Any inquiries relating to this ad will be kept confidential. To learn more about our organization please visit us at www.westportone.com To apply for this position, submit your resume by choosing one or more of the following: ***CLICKING ---APPLY NOW--- ON THIS PAGE*** (PREFERRED) Fax resume with cover letter to 314-991-9586. Attention: Kim Carlson. Please refer to job reference code JMS/FinConsultantMulti NO CALLS PLEASE Job Requirements:Financial Consultant

Keywords: Westport One, Rock Hill , Financial Consultant, Professions , Rock Hill, South Carolina

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