FINRA Licensed Investment Consultant

A company is looking for a Regional Investment Consultant. Key Responsibilities Develop and implement sales and relationship management strategies for large, complex accounts Generate new revenue pipelines and oversee client relationships, ensuring satisfaction and compliance Conduct industry research and provide expert guidance on products and services to clients Required Qualifications Bachelor's degree or equivalent combination of education and relevant experience 10+ years of relevant work experience FINRA Series 7 and 66 licenses Established relationships with Wires, Independents, and Regional Broker Dealers (preferred) CFA, CFP, CIMA, or MBA (preferred)