Financial Consultant II

Equal Employment Opportunity CCO Investment Services, Corp. is an equal opportunity and affirmative action employer. CCO Investment Services, Corp. does not discriminate on the basis of race, color, religion, sex, age, national origin, physical or mental disability, sexual preference, gender identity or expression, or status as a special disabled veteran, Vietnam veteran, or other veteran of the United States Armed Forces, or any other protected characteristic. Pay,Benefits, & Work Schedule Hours per Week: 40 Work Schedule: Monday - Friday 8:00 AM - 5:00 PM Qualifications Requires Series 7,63, LA&H licenses; 65 a plus. Requires a Bachelor's degree or equivalent work experience. Advanced degree or CFP a plus. 3+ years investment sales experience. Responsibilities Responsible for obtaining, retaining, and managing semi-affluent clients with the objective of advancing the client to the private banking area. Recognizes clients' sales and service needs. Advises clients by providing solutions or referring them to experts. Manages a portfolio and cross-sells to clients and prospects. Develops and maintains strong relationships with and coach branch partners. Provides referrals and cross sell opportunities to branch partners. If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=501408-3-443 Search for this position with the Reference Code 338163 entered in the Job Requisition # section of your search. Job Title: Financial Consultant II Company: CCO Investment Services, Corp. Location: US-IL-Chicago Status: Full Time, Employee Job Category: Accounting/Finance/Insurance Company: CCO Investment Services, Corp. Reference Code: 338163