Internal Financial Consultant

Suburban Philadelphia Area
Up to $55,000 per year, excellent benefits package, tuition reimbursement, PTO Bank
March 22 2018
ST 100

This position will partner with Financial Consultants in all functions relating to investment sales within the Investor Services structure. 

Qualified applicants will service and maintain a client base and accounts under the parameters and compliance of the Fiduciary Standard and within the broker/dealer parameters in the lower balance segment client base.  They will conduct portfolio reviews, rebalancing, monitoring and adjustments based on client objectives.  This position also requires a high level of outbound calls to existing members.  Identify opportunities through needs based analysis.  Identify and refer additional opportunities to Financial Consultants.

This position is also eligible for commissions.   Sales resulting from account servicing will be credited as part of the revenue sharing between the Internal Financial Consultant and the Financial Consultants.  The IFC is eligible for commissions on products where they are licensed. 

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