Click here to sign in
Not a member? Click here
to register. Registration is fast, free, and completely confidential!
|
|
Job Posting Details
|
|
WallStJobs.com see all jobs
|
|
Investment Consultant - Base + Bonus
|
| Compensation: Base + Commissions + Incentives |
| NY-Great Neck
|
|
Investment Consultant - Great Neck, NY
A leading global financial firm and top performing online discount brokerage is seeking a qualified candidate to fill an immediate Investment Consultant position.
Candidates must have current Series 7 and Series 66 or 63/65 licenses.
As an Investment Consultant, you will be contacting already existing customers who have recently set up their online brokerage account. 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 platform, resulting in asset accumulation and retention.
A typical day will 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.
|
|
Requirements:
Compensation
Base Salary $55,000 + quarterly and annual bonus
- quarterly bonuses can range from $0 up to $20,000 depending on performance
- annual bonus can range from $0 up to $80,000 depending on performance through the 4 quarters
Our compensation philosophy reflects our belief that the client relationship comes first and should not be compromised by commission sales. Our Investment Consultants are paid a base salary and are eligible for quarterly sales incentives based on individual production and Branch performance against both asset and new account targets. In addition, we offer a comprehensive benefits program that includes medical, dental, and 401(k).
We have built a successful, client-focused business model and an outstanding work environment where you can grow your career. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with us.
Requirements:
- Ideal candidates will have a Bachelor''s degree.
- 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.
- Candidates must have current Series 7 and Series 66 or 63/65 licenses.
|
|
Click here to sign in
Not a member? Click here
to register. Registration is fast, free, and completely confidential!
|
|
