Investment Consultant-Financial Advisor
Investment Consultant-Financial Advisor
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Job Description
Angott Search Group is pleased to partner with nearly a $2 billion Indiana regional credit union in their search for an Investment Consultant/Financial Advisor.
The Investment Consultants role involves promoting educating and advising on investment and insurance products and services to both Centra Credit Union Members and nonMembers. This position aims to enhance client satisfaction boost dealer concessions grow assets under management and expand the client base. The qualified candidate will have a Bachelors degree and a minimum of one year up to three years of similar or related experience including preparatory experience. Equivalent combination of education & experience will be considered).
License & Certification requirements:
- Series 7 Securities License
- Series 66 Securities License
- Long Term Care Certification
- Life and Health Insurance License
- Certified Financial Planner Designation (Preferred)
Required Experience:
Contract
Employment Type
Advisor
