Job Overview
If you are interested in helping individuals achieve their long-term financial goals, a career as an investment consultant may be right for you. As an investment consultant, you will work with clients to create personalized strategies to support their retirement, wealth building, estate planning, and education funding. You will have the opportunity to build and grow your own practice with the support of a branch team, home-office team, and other regional investment consultants. At our firm, you will have access to a rich history spanning over a century and the chance to serve over eight million clients across the U.S. and Canada. We value diversity and inclusivity, encouraging different viewpoints to drive results. Investment consultants play a crucial role in leading branch teams, serving clients, and contributing to the firm's mission. We provide comprehensive training, a firm-provided office, salary support, and a network of support to guide you every step of the way.
Key Responsibilities
- Build relationships and acquire new clients through various sourcing strategies, including face-to-face interactions and virtual methods.
- Develop a deep understanding of clients' needs and priorities to establish trust and create personalized strategies to help them achieve their financial objectives.
- Oversee branch processes and roles to ensure a high-quality client experience consistent with firm policies and procedures.
- Engage the branch team to create and adjust the branch business plan to enhance effectiveness and achieve desired results.
- Create a positive and engaging environment within the branch focused on trust, respect, feedback, and accountability.