Financial Consultant II (Aiken SC)

    • Aiken, SC

Position Description:
The Financial Consultant II presents and sells non-traditional (non-FDIC insured) investments to mass affluent customers and prospects. Prepares and presents a financial plan to clients and monitors progress towards achieving client goals. Maintains all compliance standards.

Position Requirements:
Bachelor degree with a minimum of 2 years experience as a registered securities representative.
-Or-
High school diploma or GED with a minimum of 6 years as a registered securities representative.

-Or-

A minimum of 1 years FCIS or FCB experience as a registered securities representative.
Possess valid Series 7, 63, 65/66, and State specific Life and Health Insurance licenses.
Strong communication skills (verbal, written, presentation).

Organized and attention to detail.

Self-starter.

Driven.

Collaborative / Team Player.

$360K in trailing 12 month production.


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