FINRA Licensed Investment Consultant
Company: VirtualVocations
Location: Livonia
Posted on: April 12, 2025
|
|
|
Job Description:
A company is looking for an Alternative Investment Internal
Consultant.
Key Responsibilities
Collaborate with specialists to enhance client relationships and
drive sales of private markets/alternative investment products
Identify sales opportunities and develop new business while
deepening relationships with existing advisors
Manage territory by using data to prioritize targets and document
sales measurements
Required Qualifications
Bachelor's degree and at least 2+ years of sales experience
FINRA Series 7 AND 63/65, OR Series 7 AND 66
Experience in intermediary markets is preferred
Proficiency in Excel and Salesforce
Ability to work collaboratively and adapt in a dynamic
environment
Keywords: VirtualVocations, Lansing , FINRA Licensed Investment Consultant, Professions , Livonia, Michigan
|
Click
here to apply!
|
