On strategy.®
Senior Investment Consultant, Southeast Florida Region
Location
Florida
Posted
24 days ago
Salary
Not specified
Job Description
Job Requirements
- Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region.
- Experience selling ETF's, separately managed accounts, private investments, and mutual funds.
- Strong relationships with the advisors and targeted firms in this region would be highly desirable.
- Highest ethical standards and integrity.
- Tremendous work ethic and strong desire to succeed.
- Extensive travel will be required given the size of the regions.
- Professional and academic requirements include: NASD licenses Series 7, 63 and 65.
- A Bachelor’s degree is required.
- CIMA and or CFP designation preferred.
Benefits
- Medical, dental, and vision coverage.
- Employer 401(k) safe harbor and profit-sharing contributions.
- Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
- Community involvement opportunities.
- Onsite cafeteria.
- Onsite fitness center.
- Referral program.
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
AVP, Financial Planning Practice Management Consultant
LPL FinancialWe take care of our advisors, so they can take care of their clients.
Assistant Vice President driving financial planning adoption at LPL Financial
Investment Banking Modeling Analyst
Weekday (YC W21)We are a Y-Combinator-backed startup building your AI-powered Recruiter Agent
This role is for one of our clientsJob Title: Investment Banking Modeling AnalystJob Type: Part-time or Full-time, Project-basedLocation: Remote (Eligible in US, UK, Canada)Compensation: $100 - $200/hour-payAs an Inv...
Senior Financial Operations Analyst
Advocate Aurora HealthWe help people live well. We’re proud to be part of Advocate Health.
Financial Operations Analyst preparing key financial analyses and reports
Senior Financial Analytics Professional managing financial data for healthcare performance