Investment Consultant – Berkeley

Title Investment Consultant – Berkeley
Job Type Fulltime
Salary $48K/year + $27K in bonus opportunities
Location Berkeley, CA

Client Description:  Our client is one of the largest financial investment firms.

Position Summary: The Investment Consultant will be focused on developing relationships and offering guidance and service to the company’s investor base as well as branch clients.

Principle Duties and Responsibilities:

  • Engage with clients to determine and follow up on further client asset opportunities
  • Oversee in-person appointments and walk-in customers at the branch
  • Interact with new clients and respond to inquiries and needs
  • Develop relationships with prospective clients
  • Outbound sales calls
  • Teach clients how to use technology and how to leverage the most beneficial tools and channels for managing their investments and financial plans
  • Follow up on leads and ask for referrals when possible
  • Maintain strict adherence to compliance and disclosure policies, ensuring privacy and best interests of clients are upheld
  • Compare and contrast investment options and present best options based on clients’ profiles and needs

Essential/Desired Qualifications:

  • Series 7 & 63 required
  • Past customer service/sales experience
  • Minimum of 2 years in financial services industry
  • If candidate does not have the Series 66 combo (Series 63 & 65), candidates will need to achieve Series 65 licensing within first 3 months of working
  • Previous experience learning product knowledge
  • Track record of proactive outbound calling
  • Must have proven track record in relationship management and customer satisfaction
  • Ability to work with all levels of customers, managers and employees
  • PC Skills
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