Hybrid Internal Advisor Consultant

Gamma Phi Omega International

Boston (MA)

On-site

USD 54,000 - 66,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Competitive benefits program
Pay-for-performance compensation
Career advancement opportunities

Job summary

Gamma Phi Omega International in Boston, MA is seeking an Internal Advisor Consultant to enhance client relations and assist in investment selection. The ideal candidate is proactive with strong sales experience and excellent communication skills.

This full-time role includes opportunities for career advancement and access to extensive sales training. A bachelor's degree and experience in financial services are required, along with licensing or ability to obtain Series 7 and 66 credentials.

Qualifications

  • 1+ years of experience in sales or financial services.
  • Ability to build and maintain strong client relationships.
  • Proactive and high-energy approach with a strong drive for success.

Responsibilities

  • Develop and maintain relationships with clients and colleagues.
  • Assist clients in investment selection through consultative sales.
  • Research and communicate industry changes that may impact products.

Skills

Client relationship management
Sales techniques
Communication skills
Detail-oriented
Financial services knowledge

Education

Bachelor's degree

Job description

Gamma Phi Omega International in Boston, MA is seeking an Internal Advisor Consultant to enhance client relations and assist in investment selection. The ideal candidate is proactive with strong sales experience and excellent communication skills.

This full-time role includes opportunities for career advancement and access to extensive sales training. A bachelor's degree and experience in financial services are required, along with licensing or ability to obtain Series 7 and 66 credentials.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Internal Advisor Consultant — Hybrid: Client Growth & Elite Training
Internal Advisor Consultant — Hybrid: Client Growth & Elite Training

Ameriprise Financial Services, LLC • Boston (MA)

Hybrid
USD 54,000 - 66,000
Sales training
Career progression
Client engagement
National Financial Advisor & Sales Consultant
National Financial Advisor & Sales Consultant

Gamma Phi Omega International • Boston (MA)

Hybrid
USD 48,000 - 52,000
401(k)
Health insurance
Flexible work arrangement
Client-Focused Internal Advisor Consultant
Client-Focused Internal Advisor Consultant

00036 Columbia Mgmt Invst Adv LLC • Boston (MA)

On-site
USD 60,000 - 80,000
Sales training
Career growth
Benefits program
Internal Advisor Consultant
Internal Advisor Consultant

Columbia Threadneedle Investments • Boston (MA)

Hybrid
USD 54,000 - 66,000
Vacation time
Sick time
401(k)
+3
Hybrid Inbound Investment Advisor: Grow Clients’ Futures
Hybrid Inbound Investment Advisor: Grow Clients’ Futures

Edelman Financial Engines, LLC • Phoenix (AZ)

Hybrid
USD 51,000 - 68,000
Discretionary bonus
Health insurance
401(k) contributions
Client-Focused Investment Advisor (Internal)
Client-Focused Investment Advisor (Internal)

Columbia Threadneedle Investments • Boston (MA)

Hybrid
USD 54,000 - 66,000
Vacation time
Sick time
401(k)
+3
Internal Wholesaler: Advisor Relationships & Territory Growth
Internal Wholesaler: Advisor Relationships & Territory Growth

T Rowe Price • Colorado Springs (CO)

Hybrid
USD 86,000 - 146,000
Hybrid work schedule
Annual bonus eligibility
Competitive compensation
+2
Financial Advisor Growth Consultant
Financial Advisor Growth Consultant

Teachers Insurance and Annuity Association of America • Chicago (IL)

On-site
USD 60,000 - 90,000
Internal Wholesaler: Advisor Relationships & Growth
Internal Wholesaler: Advisor Relationships & Growth

T. Rowe Price • Baltimore (MD)

Hybrid
USD 86,000 - 146,000
Competitive compensation
Annual bonus eligibility
Hybrid work schedule
+3
Associate Financial Advisor
Associate Financial Advisor

Johnson Brunetti • Needham (MA)

On-site
USD 55,000 - 90,000