Investment Consultant

2 weeks ago


Newport News, Virginia, United States Old Point Full time

Investment Consultant
The Investment Consultant plays a crucial role in attracting and managing client relationships by delivering expert investment strategies and tailored financial guidance. They serve as reliable partners who comprehend and address the financial aspirations of their clientele.

Key Responsibilities:

  • Engage with both prospective and current affluent clients to offer bespoke investment solutions
  • Assess potential clients and provide customized investment recommendations
  • Evaluate client portfolios and financial strategies for necessary adjustments
  • Leverage referral networks to enhance client base and assets under management
  • Achieve or surpass sales targets while adhering to industry regulations
  • Maintain compliance with all regulatory standards
Qualifications:
  • In-depth knowledge of investment products, market trends, and portfolio management
  • Proficiency in MS Office applications
  • Excellent communication and interpersonal skills
  • Capacity to foresee and fulfill client needs
  • Strong analytical and problem-solving abilities
  • Team-oriented mindset with a commitment to excellence
Education and Experience:
  • Bachelor's degree in a relevant field
  • Possession of FINRA Series 7, Series 66, or Series 63 licenses, along with Life and Health Insurance certifications
  • A minimum of three years of experience in the financial services sector
  • Additional professional certifications are advantageous
Employee Benefits:
  • Comprehensive Paid Time Off
  • Health, Dental, Vision, and Life Insurance coverage
  • 401K plan with Company Match
  • Employee Stock Purchase Plan

Old Point is an Equal Opportunity Employer offering a range of benefits to its employees.



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