Investment Consultant Finance Jobs

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Financial Consultant

Popular Bank Brooklyn, NY

Brooklyn, NY

Today

$62k - $64k/yr Full time Advisor Client Relations Client Service

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Job Description

Popular Investments is hiring a Financial Consultant for the NYM Region 1 in a hybrid role based in Brooklyn, NY. This position is commission-based, centered on assessing customer needs and delivering investment recommendations aligned to individual objectives.

Role Overview

In this commission-based role, you will evaluate clients in relation to their financial needs, current holdings, and available investment capital. Through customer conversations and education on appropriate bank and investment program products and services, you will support investment planning and ongoing portfolio recommendations.

Key Responsibilities

Evaluate customers by listening to and uncovering their needs, then educate them on Popular Bank and investment program products and services most suitable for their situation.
Assist clients in identifying their investment objectives.
Pro-actively gather information from prospects and clients to understand potential changes in situations, needs, desired benefits, and available product or service alternatives.
Establish and maintain a thorough prospect file, with review and access completed on a scheduled basis.
Monitor the customer’s portfolio and provide recommendations consistent with changes in economic and financial conditions, as well as the customer’s needs and objectives.

Required Qualifications

HS Diploma/GED and at least four (4) years of related experience in financial services or a retail organization are required; a Bachelor’s degree is preferred along with relevant years of experience.
FINRA Series 7 and Series 63, and NY State Life and Health Insurance licensing are required.
Series 65 or Series 66 must be obtained within 180 days of the start date.
Knowledge of financial products and services related to investment activities, including examples such as: Securities, Annuities, Life Insurance, Funds Flow Analysis, Investment Operations, and application of rules and regulations.
Demonstrated ability to identify customer needs and recommend appropriate products or services based on those needs.
Excellent sales, presentation, marketing, and negotiation skills.

Compensation and Benefits

Salary range: USD 62,400 to 64,350 per year.
Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.
Benefits: Comprehensive health plan, flexible time off options, and savings and investment plans.
Seasonal/temporary employees are not eligible for these benefits.

Additional Information

Candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

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