Investment Consultant - Estero, FL

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 collaborate with Financial Consultants and branch leaders to enhance the client experience while managing priorities effectively.

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

Active Listening, Client Management, Time Management, Adaptability, Communication, Entrepreneurial Orientation, Problem Solving, Relationship Building, Sales Skills, Financial Knowledge, Coaching, Mentoring, Initiative, Resilience, Organizational Skills, Feedback Reception

Keywords

Investment Consultant, Financial Consultant, FINRA Series 7, FINRA Series 66, Life Insurance, Health Insurance, Client Outreach, Financial Services, Sales, Advisory, Coaching, Mentorship, Professional Growth, Client Experience, Business Development, Continuous Learning, Collaboration, Trust, Resilience, Motivation, Initiative