FINRA Licensed Investment Consultant

Job Summary

A company is looking for a Regional Investment Consultant - LA North.

Key Responsibilities

• Develop and execute sales and relationship management strategies for large, complex accounts
• Lead idea generation and create effective messaging to promote products and services to senior clients
• Assemble global teams to deliver tailored presentations and pitches for large clients

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience
• 10+ years of relevant work experience
• FINRA Series 7 and 66 licenses
• Established network within the geographical territory
• Preferred credentials include CFA, CFP, CIMA, or MBA