Investment Consultant - Relationship Manager/CPA

Responsibilities

• Advises clients in accordance with the Team's agreed upon strategy
• Analyzes investment opportunities and client needs, and recommends appropriate strategies
• Maintains and develops client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
• Prepares and delivers presentations/seminars to clients and prospects for business development purposes, as needed
• Complies with all industry rules and regulations

Requirements

• Minimum Qualifications: Certified Public Accountant (CPA) required
• Track record of successful work experience for a period of three to five years
• Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
• Ability to communicate effectively with co-workers and clients
• Excellent written and oral communication skills
• A bachelor's degree is preferred with five years of business experience and proven success in a previous career