Investment Advisory Specialist

Job Overview:
Financial Consultant

If you are looking to focus on nurturing existing client relationships and developing intricate financial strategies, consider a role with a prominent leader in the financial services sector.

CFA Institute offers a unique business model with a robust client portfolio and institutional partnerships that are unparalleled in the industry.

At CFA Institute, we prioritize professional development, flexibility, and comprehensive support, paving the way for your long-term success and that of our clients.

Your Role: In our Investor Center, you will interact directly with clients, providing tailored guidance and financial planning, while enhancing the firm's reputation.

We equip you with an open architecture product platform and premier resources in the financial domain, allowing you to cultivate relationships with an established client base.

Qualifications: Previous achievements in relationship building, identifying client needs, and proposing effective solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Strong capability to articulate complex solutions to an informed client base while establishing trust and credibility
A degree and/or other professional certifications are advantageous; if you do not already possess a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one
Skills: Ability to thoughtfully present various investment strategies to clients and consolidate additional client assets through engaging, client-focused discussions
Being adaptable, collaborative, and inquisitive are key attributes
Dedicated to delivering an exceptional customer experience with a passion for fostering client success
Driven by results and solution-oriented, you take initiative and surpass client expectations
In-depth knowledge of investment solutions

Our Commitment to You: CFA Institute's greatest asset is our people, and we believe in a holistic approach to life.

We provide a competitive total rewards package, including a stable base salary, to acknowledge associate achievements. Our benefits are designed to help you and your family achieve a healthy work-life balance. We offer training opportunities in-branch, regionally, nationally, and virtually to support all aspects of your career. You will receive comprehensive training and onboarding support.
Your Contributions: Your integrity, insights, interpersonal skills, and meticulous planning enable you to guide and support clients as they pursue their retirement objectives
Providing clients with comprehensive investment solutions and retirement strategies tailored to their current and future needs
Engaging clients through personal interactions, showcasing your communication and relationship-building skills
Demonstrating unwavering commitment to your clients while positively impacting the community
Certifications: Series 0- FINRA, Series 6- FINRA, Series 6- FINRA, Series 6- FINRA

Company Overview: CFA Institute is dedicated to enhancing the financial well-being of our clients.

We assist individuals in investing and planning for their futures. We support organizations in delivering employee benefits. Additionally, we provide institutions and independent advisors with investment and technology solutions to effectively manage their clients' assets.

Explore Opportunities: At CFA Institute, you will discover numerous avenues to build a meaningful career that positively influences the lives of others, including your own.

We offer flexible benefits that support you throughout your career journey, empowering you to excel both professionally and personally.

Recognized as a top employer, we value the contributions of our associates.

At CFA Institute, we aim for most employees to work flexibly, balancing personal and professional needs through a hybrid work model.

Most associates will have a hybrid schedule with a requirement to work onsite at a CFA Institute location for at least one week, 5 consecutive days, every four weeks.

These requirements may change.
At CFA Institute, we uphold values of honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain roles may necessitate candidates to undergo a preliminary credit check during the screening process.

Candidates receiving an offer from CFA Institute will be subject to a background investigation, which may include but is not limited to a review of criminal history, civil litigations, regulatory compliance, employment history, education verification, and credit history (role dependent).

These investigations will cover a history of 7 years or more, depending on the position.

Where permitted by federal or state law, CFA Institute will also conduct a pre-employment drug screening, which will test for specific substances.

We invite you to discover your potential with CFA Institute.
CFA Institute is an equal opportunity employer.

We believe that fostering a diverse workforce is best achieved through an enduring culture of inclusion and belonging.

CFA Institute will provide reasonable accommodations for applicants with disabilities who require adjustments to participate in the application or interview process.

To initiate a request for an accommodation, please contact the HR Accommodation Team.

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