Investment Advisor & Relationship Architect

MaziCTools; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

MaziCTools is seeking an experienced financial consultant in the United States to use a consultative sales process to provide brokerage and investment management products. You will account for sales of a range of securities products while developing strong relationships with clients.

The ideal candidate will have prior brokerage industry experience and the necessary securities licenses. Your role will also involve educating clients and ensuring a positive customer experience through effective management of sales goals and tasks.

Qualifications

• Prior Brokerage Industry Experience.
• Securities Industry Essentials (SIE), Series 7, 66 (or 63 and 65) required.
• Ability to motivate others in a team environment.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Conduct client meetings to review existing accounts.
• Prepare internal reports for sales tracking.

Skills

Brokerage Industry Experience

Securities Industry Essentials (SIE)

Sales and Presentation Skills

Coaching and Teaching Skills

Building Client Relationships

Education

Securities licenses (Series 7, 66 or equivalent)

State required Life insurance

Health and Long Term Care certification

Job description

MaziCTools is seeking an experienced financial consultant in the United States to use a consultative sales process to provide brokerage and investment management products. You will account for sales of a range of securities products while developing strong relationships with clients.

The ideal candidate will have prior brokerage industry experience and the necessary securities licenses. Your role will also involve educating clients and ensuring a positive customer experience through effective management of sales goals and tasks.