Financial Resources Group Investment Services, LLC

Internal Financial Consultant

RALEIGH, NCPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from Financial Resources Group Investment Services, LLC

  • Job overview

    The Internal Financial Consultant role at Financial Resources Group Investment Services, LLC involves partnering with Financial Consultants to enhance investment sales within a retail bank branch, focusing on a specific client segment.

  • Responsibilities and impact

    Daily responsibilities include servicing client accounts, conducting portfolio reviews, making outbound calls to clients, achieving sales objectives, and maintaining compliance with financial regulations.

  • Experience and skills

    Candidates must have an Associates/Bachelor’s degree in a business-related field or equivalent experience, along with necessary FINRA licenses and strong analytical and communication skills.

  • Career development

    This role provides a natural career path opportunity into the role of Associate Financial Consultant or branch Financial Consultant.

  • Company information

    Financial Resources Group Investment Services, LLC operates within the investment services sector, focusing on delivering a world-class client experience in collaboration with financial advisors.

  • Job location and travel

    This position is located in a retail bank branch of The Fidelity Bank, NC.

Company overview

Financial Resources Group Investment Services, LLC is a financial services firm specializing in providing support to financial advisors and institutions. They offer services such as practice management, business development, and operational support to help advisors grow their practices. The company partners with LPL Financial, leveraging its platform to deliver investment solutions and advisory services. Established in 2010, it has grown to become a significant player in the financial services sector, with a focus on fostering advisor success and client satisfaction. Their business model revolves around creating scalable solutions and strategic partnerships to drive revenue and growth.

How to land this job

  • Position your resume to highlight your collaborative skills, client-focused mindset, and ability to thrive in fast-paced environments, as these are key traits sought by Financial Resources Group Investment Services, LLC.

  • Emphasize your experience with investment sales, portfolio reviews, and client account management, as well as your understanding of investment and insurance products to align with the job description's requirements.

  • Apply through multiple platforms including Financial Resources Group's corporate website and LinkedIn to increase your chances of being noticed for the Internal Financial Consultant position.

  • Connect with individuals in the investment services division at Financial Resources Group on LinkedIn to gather insights about the role and express your interest in the position.

  • Use ice breakers like asking about their experience working with Financial Consultants or inquiring about the company's approach to client engagement and service.

  • Optimize your resume for ATS systems by incorporating keywords from the job description, such as 'Fiduciary Standard', 'outbound calls', and 'portfolio reviews', to enhance your chances of passing initial screenings.

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