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Investment Consultant - Apply Today!

Company: Associate Staffing LLC
Location: Salt Lake City
Posted on: June 12, 2021

Job Description:

Job Description

Salary plus bonus opportunity & great benefits!

About the Firm

Our firm is one of the United States leading providers of financial and investment services. We provide a full range of personalized wealth management, investment, and retirement products and services to meet clients unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.

The Investment Contact Center provides service and support for clients regarding, Retirement and Wealth Management. Our client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence. We also have employees who work on support teams in business administration, operations, and strategy and technology. We act as a single, unified, and coordinated channel, with one direction, one voice, and one view, in order to provide exceptional client experiences.

Working within a call center environment, responsible for new business development of investment product solutions to prospective clients. Through inbound and outbound call activity, provides education and consultation to assist in determining the most suitable solution to meet the client's needs and objectives. Depending on product type, new business opportunities are referred to the appropriate brokerage channel or maintained by the Investment Resource Consultant for fulfillment. Demonstrates expertise in areas of investments, markets, finance and economic conditions with ability to sell/refer investment and retirement solutions while providing exceptional customer service. Duties include strong client profiling/needs assessment and relationship building skills, attainment of business development objectives, and effective partnering with Financial Advisors and other lines of business. Responsible for effectively managing pipeline reports to deliver exceptional service and meet performance objectives. Remains in compliance with all standards, procedures and regulations. May work on miscellaneous projects as assigned.

Required Qualifications
6+ months of customer service experience, business development experience, or a combination of both demonstrated through work or military experience
Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications
Experience working in an Investment Contact Center group
Contact center experience
Financial services sales experience
Investment industry experience

Job Expectations
Registration for FINRA Series 66 (or 63 and 65) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Chartered Retirement Planning Counselor (CRPC) must be obtained within 180 days of enrollment date

Keywords: Associate Staffing LLC, Salt Lake City , Investment Consultant - Apply Today!, Other , Salt Lake City, Utah

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