My client is a leading financial services firm dedicated to providing personalized investment advice and wealth management solutions to individuals, families, and businesses. 
 

Position Overview:

They are seeking a dynamic and knowledgeable Investment Advisor to join the team. The ideal candidate will have a strong background in business development, excellent communication skills, and a passion for helping clients navigate the complexities of the financial markets. As an Investment Advisor, you will be responsible for closing new business over the phone.
 

Responsibilities:

• Conduct in-depth financial analysis to assess clients' current financial situations, investment goals, and risk tolerance.
• Contact inbound leads and introduce the companies products to them.
• Close deals over the phone and face to face.
• Stay informed about market trends, economic indicators, and regulatory changes to provide timely and relevant investment advice to clients.
• Cultivate and maintain strong relationships with clients through regular communication, proactive outreach, and exceptional service.
• Actively participate in business development activities, including client prospecting, networking events zoom meeetings.

Qualifications:

• Minimum of two years of experience in financial services, with a focus on closing sales over the phone.
• Proven track record of building and managing client relationships, with a strong commitment to client service excellence.
• Deep understanding of investment products, asset classes, and financial markets.
• Excellent communication skills, including the ability to explain investment concepts and strategies in a clear and concise manner.
• Demonstrated ability to work independently and collaboratively in a fast-paced, team-oriented environment.
• Commitment to upholding ethical standards and regulatory compliance in all aspects of the investment advisory process.