Financial Consultant

Roswell, GA

Posted: 02/15/2019 Industry: Finance Job Number: Roswell389 Pay Rate: Commission Based Position



Reputable financial corporation looking for a Financial Consultant to build relationships and provide investment consultation to customers on stock, bonds, annuities, mutual funds, and other securities. The perfect candidate would a savvy go-getter who can work independently or with a team. The company would be open to this person working from Atlanta, Nashville, Ft. Lauderdale, Miami, Naples, Spartanburg, or Columbia.


2+ years of experience and a Bachelor’s degree in a related discipline required! If you or someone you know is interested, please email resume to



Preferred Skills:

-ChFC and/or CFP certifications


Required Education:

-Bachelor's Degree in a related discipline


Required Experience:

-2+ years of job-specific experience


Required Certifications: Series 7, Series 66 (or both Series 63 and 65) License variable annuity license, State Life, Accident and Sickness License


Required Skills:

-Excellent communication and interpersonal skills

-Broad knowledge of pertinent securities market and investment vehicles, along with the experience and perspective to apply toward the effective managemnet of client assets

-Broad knowledge of securities trading patterns and market trends

-Proficient using a personal computer and related software applications such as Microsoft Office

-General knowledge of bank products and services

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