Investment Consultant

Key Responsibilities: Lead financial planning meetings and present personalized solutions aligned with each client’s goals. Cultivate relationships through proactive outreach, needs assessments, and seamless follow-up. Leverage firm technology to optimize client prep, communication, and service delivery. What You Bring Licensing: Active Series 7 and 66 (or 63 & 65) licenses required.

Experience: 2+ years of experience in financial planning and investment advisory services.

Education: Bachelor’s degree; CFP® or progress toward designation is a strong plus.

Skills: Excellent communicator with a strong grasp of investment products, relationship management, and consultative problem-solving. Mindset: Entrepreneurial, service-focused, and thrives in a dynamic, collaborative environment. They Invest in You This firm is committed to your success—personally, professionally, and financially. You’ll receive: Stable base salary + guaranteed quarterly bonuses $115K–$120K. Robust benefits, including: Comprehensive health care & mental wellness support Generous retirement contributions Paid time off + parental leave Tuition reimbursement, student loan repayment, and more Hybrid workplace model balancing in-office engagement and off-site flexibility Charitable giving match programs, and community involvement opportunities Take the Next Step in a Career That Matters If you're ready to move beyond transactions and build a meaningful career where your expertise is valued and your growth is prioritized, Apply today! Seniority level Associate Employment type Full-time Job function Finance, Business Development, and General Business Industries Financial Services, Investment Management, and Capital Markets