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FINRA Licensed Investment Consultant

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Virtual Vocations Inc
Full Time position
Listed on 2026-03-05
Job specializations:
  • Sales
  • Business
Job Description & How to Apply Below
A company is looking for a Regional Investment Consultant - Metro D.C.

Key Responsibilities Develop and implement sales and relationship management strategies for large, complex accounts Generate new revenue pipelines through lead generation and maintain key client relationships Serve as a consultant to clients, ensuring satisfaction and compliance while achieving sales targets

Required Qualifications Bachelor's degree or equivalent combination of education and relevant experience 10+ years of total relevant work experience FINRA Series 7 and 66 licenses Established network within the geographical territory Preferred credentials include CFA, CFP, CIMA, or MBA
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