Investment Consultant - Estero, FL

About the role

In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

Responsibilities

• Take a critical first step on the path toward becoming a Financial Consultant
• Develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning
• Learn alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback
• Apply active listening and thoughtful questioning to align solutions to client goals
• Build relationship management skills through timely, accurate, client-focused support
• Manage priorities effectively across outreach, follow-up, and administrative work
• Demonstrate resilience and motivation in achieving individual and team goals
• Collaborate with Financial Consultants and branch leaders to enhance client experience
• Take ownership of your learning, results, and professional growth

Requirements

• A valid and active FINRA Series 7 license required
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance
• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

Qualifications

• Motivation: Demonstrate strong ownership, persistence, and drive in achieving goals
• Adaptability: Actively seek, receive, and apply feedback to strengthen performance
• Time Management: Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development
• Influencing Others: Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions
• Entrepreneurial Orientation: Take initiative to identify opportunities, expand client relationships, and contribute to business growth
• Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges

Skills

• Motivation
• Adaptability
• Time Management
• Influencing Others
• Entrepreneurial Orientation

Benefits

• Competitive compensation
• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Pay

Competitive compensation in addition to base pay, this role offers bonus and incentive opportunities tied to performance.

Schedule

Not specified