Financial Consultant (Personal Investors) - Colorado
Core
Consult with individual investors to develop financial action plans covering investment, retirement, and education needs, utilizing proprietary interaction models to drive sales results.
Role type
Financial Consultant (Personal Investors)
Builds
Investment and retirement planning solutions for individual investors
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
consultative sales, asset consolidation, regulatory compliance, CRM management, financial planning
Preferred skills
sales experience with individual investors, market knowledge, listening skills
Technologies
Salesforce, T. Rowe Price proprietary tools
Responsibilities
Serve as initial point of contact for prospects and existing clients; Assist with asset consolidation via rollover or transfer; Demonstrate consultative sales approach; Deliver on defined sales targets; Manage time, CRM, and sales pipeline; Understand financial services industry legal and tax issues; Partner with Advice and High Net Worth teams.