Regional Investment Consultant

This is a fully remote position, open to applicants in Colorado, +2 more states.

📋 Description

• Collaborate with management to develop a sales and relationship-building strategy for the firm.

• Take responsibility for sales and revenue generation as well as client relationship management in business partnerships.

• Leverage industry expertise and actively research trends and the client’s business landscape.

• Oversee client partnerships, ensuring satisfaction, resolving issues, and mitigating risks.

• Provide mentorship and guidance to junior professionals in compliance and achieving team objectives.

⛳️ Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.

• A minimum of 10 years of pertinent work experience.

• Possession of FINRA Series 7 and 66 licenses.

• Strong connections with Wires, Independents, and Regional Broker Dealers.

• Familiarity with Broker/Dealer product platforms.

• CFA, CFP, CIMA, or MBA credentials are preferred.

🏝️ Benefits

• Competitive compensation.

• Eligibility for annual bonuses.

• A comprehensive retirement plan.

• Flexible hybrid work schedule.

• Health and wellness benefits, including access to online therapy.

• Paid time off for vacations, illness, medical appointments, and volunteer days.

• Family care resources, including assistance with fertility and adoption.