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Series 7 and 66 Licensed Consultant

Series 7 and 66 Licensed Consultant

VirtualVocationsAppleton, Wisconsin, United States
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A company is looking for an Internal Advisor Consultant to develop client relationships and assist in investment selection.

Key Responsibilities

Develop, maintain, and deepen relationships with clients and colleagues

Assist clients in investment selection through a consultative sales process

Partner with senior salesperson to create a business plan to meet goals and objectives

Required Qualifications

College degree

High energy

Proven ability to build strong relationships

1+ years of sales experience or finance experience

Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time

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Licensed Consultant • Appleton, Wisconsin, United States

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