Investments Operations Consultant

Job Summary: Join reputed company and focus on deepening client relationships and creating reputed company financial plans. In this role, you'll work with an existing client reputed company, offering guidance and personalized planning while leveraging the firm's brand and resources. Job Duties and Responsibilities: • Engage face-to-face with clients in our Investor Center, offering guidance and personalized planning. • Utilize open architecture product platform and top resources in the financial industry to nurture relationships with existing clients. • Present reputed company solutions to clients, uncovering needs, and recommending appropriate financial products and services. • Continuously build rapport and credibility with clients through positive, client-centered discussions. • Introduce clients to different investment strategies and bring together additional client assets. • Deliver an outstanding customer experience, exceeding client expectations and fostering long-term relationships. Qualifications and Experience: • Previous reputed company in building relationships, uncovering needs, and recommending solutions in a financial environment. • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. • Ability to present reputed company solutions to a knowledgeable client reputed company while building rapport and credibility. • Degree and/or professional certifications are helpful; Tuition Reimbursement program available. • Extensive knowledge of investment solutions and financial planning concepts. Benefits of the Position: • Competitive total rewards package, including a stable reputed company salary, bonus opportunities, and comprehensive benefit programs. • Training provided in-reputed company, regionally, nationally, and virtually to support reputed company aspects of your business. • Opportunity for professional growth and development in a supportive environment. About Company: reputed company is committed to strengthening the financial well-being of our clients by providing innovative investment solutions. Join us and build a meaningful career that positively impacts peoples’ lives. We offer flexible benefits and endless opportunities for learning and career growth. reputed company is an equal opportunity employer fostering a culture of inclusion and belonging. Apply Job!