New Client Investment Consultant: Prospect Conversion

A leading financial services firm is seeking a New Client Investment Consultant to engage with prospects and new retail clients. The role focuses on business development by creating exceptional client experiences through proactive outreach and needs assessment. Candidates must have valid FINRA Series 7 and 66 licenses, a bachelor's degree or equivalent experience, and at least 2 years in financial services. This position allows for a dynamic work environment with growth opportunities. #J-18808-Ljbffr