Senior Investment Advisor

Company: Access Staffing, LLC ( Learn More )

General Information
$100,000.00 - $120,000.00 /Year
Not Specified
Not Specified
Not Specified
Job Description Senior ​Investment Advisor
$​10​0k - $1​2​0k
Chicago, Illinois

Due to recent growth and promotions within the organization, this premier nationa​l ​Investment Services leader seeks an exceptional individual with Series 7 and 63 / 66 licenses to join their Retail Distribution Network Sales team. In the role of​ ​​Senior ​
Investment Advisor, you will be responsible for providing guidance to an existing base of high-net worth clients as they choose the services and products best suited for their needs. You will also develop long term relationships with clients and build relationships with new clients / prospects. Your goal is to demonstrate to clients and prospects the value of the firm platform, resulting in asset accumulation and retention.

Specific Responsibilities:
- Proactive business development calls to prospects and existing client base.
- Presentation of solutions to clients and prospects through face-to-face meetings
- Tracking and reporting all sales related activities in company client relationship management system
- Respond to leads generated through the firm supplemental business development efforts

- Ideal candidates will have a college degree
- Series 7 and 63 / 66 is required
- 3 to 5 years of proactive retail financial product sales experience
- You must be an outstanding communicator
- Possess comprehensive industry and investment knowledge

If you want to work at a firm that both appreciates AND rewards your contributions, send your resume today!

Job RequirementsSee above.