Investment Counselor - No Cold Calling

Our Client is currently seeking Series 7 (Must Have) and 66 (63 & 65) licensed Investment Consultants for our branches. As an Investment Consultant at our client, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will create, and maintain relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the organizations platform, resulting in asset accumulation and retention.Day-to-day activities include proactive, business development calls to prospects and clients; presentation of solutions to clients and prospects through face-to-face meetings, maintain records of your activities through their client management system, continuing to update your sales skills, and responding to leads generated through their supplemental business development efforts.The Investment Consultant position are paid a base salary and are eligible for quarterly sales incentives based on individual production and Branch performance against both asset and new account targets. In addition, they offer a comprehensive benefits program that includes medical, dental, and 401(k).They have built a successful, client-focused business model and an outstanding work environment where you can grow your career. They have a shared sense of responsibility and value teamwork, integrity, service, nd foste open communication. Experience: Ideal candidates will have a Bachelor's degree; Series 7 and 63 or 66; Series 65 or 66 needs to be passed within 90 days of hire; 3 or more years of proactive, successful sales experience in the financial services industry. You must also be an outstanding communicator, possess comprehensive industry and investment knowledge, and have the ability to present complex information in a way that enables clients to make informed investment decisions. Built on more than 30 years of expertise, The Mergis Group is a specialty recruiting firm committed to helping professionals make the best career choices. We connect specialized professionals to leading opportunities that will foster success in their career.