Our client a Chicago based financial services firm is seeking an Investment Consultant for their Chicago area office.
As an Investment Consultant you will be you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the platform, resulting in asset accumulation and retention. Typical daily activities include proactive, business development calls to prospects and clients; presentation of solutions to clients and prospects through face-to-face meetings, tracking of your activities through our client relationship management system, continuing to update your sales skills, and responding to leads generated through our supplemental business development efforts.
This is an excellent opportunity to join a growing, successful and established financial services firm with good upward mobility.
Should you be interested in this opportunity please contact Erin Polczynski at erin.polczynski@roberthalffsg.com
To apply for this role you should have a bachelors degree and a finance background with excellent communicaton skills and experience in a consultative sales environment. A Series 7and 63 license is required. Given the nature of the role someone with 3 plus years of financial advising experience is required.
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