Investment Consultant

  • location: Saint Louis, MO
  • type: Contract
  • salary: $25.04 - $30.02 per hour
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job description

Investment Consultant

job summary:
Randstad Professionals have an excellent opportunity with a Major Financial Institution in St. Louis, MO.

This group provides service and support for clients of all lines of business. Our client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence. We also have team members who work on support teams in business administration, operations, and strategy and technology. We act as a single, unified, and coordinated channel, with one direction, one voice, and one view, in order to provide exceptional client experiences.

The Investment Resource Consultants hours of operations are 8:30 AM - 9:30 PM M-F and 10:30 AM - 7:00 PM EST Saturday. Specific Shifts will be assigned after training is complete.

location: Saint Louis, Missouri
job type: Contract
salary: $25.04 - 30.02 per hour
work hours: 8 to 5
education: Bachelor's degree
experience: 5 Years

  • Series 7 and Series 66. Series 7 is a minimum requirement to start and 66 can be obtained with 90 days.
  • FINRA 5 background will need to be cleared.
Primary Job Responsibilities:

  • Working within a call center environment, responsible for new business development of investment product solutions to prospective clients.
  • Through inbound and outbound call activity, provides education and consultation to assist in determining the most suitable solution to meet the client's needs and objectives.
  • Depending on product type, new business opportunities are referred to the appropriate brokerage channel or maintained by the Investment Resource Consultant for fulfillment.
  • Demonstrates expertise in areas of investments, markets, finance and economic conditions with ability to sell/refer investment and retirement solutions while providing exceptional customer service.
  • Duties include strong client profiling/needs assessment and relationship building skills, attainment of business development objectives, and effective partnering with Financial Advisors and other lines of business.
  • Responsible for effectively managing pipeline reports to deliver exceptional service and meet performance objectives.
  • Remains in compliance with all standards, procedures and regulations.
  • May work on miscellaneous projects as assigned.
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skills: Bank Investments
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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