Job Summary

• This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs.
• The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Salary

Base: $26.44 - $36.06 hourly pay; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Key Requirements

• Series 7, and 66 or equivalent
• Demonstrated passion for financial markets
• Excellent customer service skills
• Strong analytical and organizational skills
• Proven ability to meet performance goals

Work Rights