Regional Investment Consultant
Location
California + 4 moreAll locations: California, Colorado, New York, Maryland, Washington
Posted
4 days ago
Salary
$144K - $261K / year
Seniority
Lead
Job Description
Job Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 10+ years of total relevant work experience
- FINRA Series 7 and 66
- Relationships with Wires, Independents, and Regional Broker Dealers
- Working knowledge of Broker/Dealer product platforms
- Based in the geographical territory with an established network.
- CFA, CFP, CIMA, or MBA
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
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