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Financial Advisor / Consultant

Company: Westport One
Location: Charleston
Posted on: April 10, 2021

Job Description:

Financial Advisor / Financial Consultant Our client is a large family owned bank with over $40 billion in assets under management and 100 years of history. They provide the resources you would find in a large national bank but small enough to be flexible. They are looking for a Financial Consultant/Financial Advisor to:

  • Use branch referrals to advise and sell investment opportunities to mass affluent clients and prospects.
  • Foster and cultivate relationships with branch partners to help their clients enhance their financial goals with financial planning and investment strategies.
  • Focus on business development and expand investment relationships by developing a local COI network and gaining branch referrals.
  • Maintain all compliance standards
  • Take over existing book of business with over $50 million AUM Skills or Requirements:
    • Bachelor's degree with minimum of 2 years' experience as registered securities representative or a minimum of 1 years FCIS or FCB experience as a registered securities representative
    • Series 7, 63, 65/66 and State specific Life and Health Insurance Licenses or willingness to obtain
    • Self-starter with strong communication and organizational skills
    • Collaborative/ team player with a strong attention for detail Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide. Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions. Any inquiries relating to this ad will be kept confidential. To learn more about our organization please visit us at . To apply for this position, submit your resume by choosing one or more of the following:
        • Fax resume with cover letter to: . Attention: Kim Carlson. Please refer to job reference code JMS /SCfinancial NO CALLS PLEASE Job Requirements:Financial Advisor / Consultant

Keywords: Westport One, Charleston , Financial Advisor / Consultant, Accounting, Auditing , Charleston, South Carolina

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