Investment Consultant - Atlanta, GA - Midtown

Role responsibilities

As an Investment Consultant, you will engage in proactive client outreach and needs-based conversations to align solutions with client goals. You will also collaborate with Financial Consultants and branch leaders to enhance the client experience.

Requirements

A valid and active FINRA Series 7 license is required, along with the ability to obtain the FINRA Series 66 and Life & Health Insurance licenses. Relevant experience in financial services or a similar client-facing environment is preferred.

Key skills

Motivation, Adaptability, Time Management, Influencing Others, Entrepreneurial Orientation, Active Listening, Client Relationship Management, Problem Solving, Communication, Initiative, Resilience, Resourcefulness, Organizational Skills, Sales Skills, Financial Consulting, Client-Focused Support

Keywords

Investment Consultant, Financial Consultant, FINRA Series 7, FINRA Series 66, Life Insurance, Health Insurance, Client Outreach, Financial Services, Sales, Advisory, Wealth Management, Coaching, Mentoring, Professional Growth, Client Goals, Business Development, Continuous Learning, Team Collaboration, Performance Feedback, Client Experience, Financial Expertise