Client-Focused Investment Advisor

Quontic Bank; San Diego (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid parental leave

Tuition reimbursement

Paid vacation and a 28-day sabbatical

Job summary

Quontic Bank is looking for an Investment Consultant based in San Diego, CA. The ideal candidate will have a minimum of 2 years in the financial services industry and possess strong communication and analytical skills. You will build a foundation toward becoming a Financial Consultant while collaborating with experienced team members.

This full-time position includes benefits such as 401(k) matching, health insurance, and paid parental leave.

Qualifications

• Minimum 2 years of experience in the financial services industry.
• Knowledge of brokerage/banking products and services.
• Strong client relationship-building experience.

Responsibilities

• Build a foundation for a future role as a Financial Consultant.
• Collaborate and receive mentorship to improve service delivery.
• Make proactive, outbound calls to existing Schwab clients.
• Perform needs-based analysis to uncover client opportunities.
• Recommend appropriate financial products and solutions.

Skills

Analytical thinking

Financial product knowledge

Sales and client outreach ability

Strong communication skills

Team collaboration

Education

Bachelor’s Degree or equivalent work-related experience

Job description

Quontic Bank is looking for an Investment Consultant based in San Diego, CA. The ideal candidate will have a minimum of 2 years in the financial services industry and possess strong communication and analytical skills. You will build a foundation toward becoming a Financial Consultant while collaborating with experienced team members.

This full-time position includes benefits such as 401(k) matching, health insurance, and paid parental leave.