Investment Consultant

7 days ago


Brea, California, United States CFA Institute Full time
About the Role

**Job Summary**

We are seeking a highly motivated and experienced Investment Consultant to join our team at CFA Institute. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.

Key Responsibilities

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide expert investment advice and guidance to clients, including portfolio management and asset allocation.
  • Stay up-to-date with market trends and economic conditions to provide informed investment recommendations.
  • Collaborate with other professionals to develop and implement investment strategies.
  • Monitor and analyze client portfolios to ensure they are aligned with their investment objectives.

Requirements

  • Bachelor's degree in a related field, such as finance or economics.
  • Valid and active Series 7 license.
  • Valid and active Series 66 (63/65) license.
  • Valid and active Life and Health Insurance license.
  • Certified Financial Planner (CFP) certification preferred.
  • Minimum of two years of experience in the financial services industry.
  • Financial business development experience highly preferred.
  • Knowledge of brokerage/banking products and services.
  • Strong client relationship building experience.

What We Offer

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • A 401(k) plan with company match.
  • Tuition reimbursement.
  • Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service.
  • Paid parental leave and family building benefits.

About CFA Institute

CFA Institute is a global organization dedicated to promoting the highest standards of ethics and professionalism in the investment industry. We are committed to empowering our employees' personal and professional success and offer a supportive culture that values innovation, creativity, and collaboration.



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