Investment Adviser / Financial Planner / Financial Advisor jobs in United States
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Aimic Inc · 1 week ago

Investment Adviser / Financial Planner / Financial Advisor

positionIrvine, CA
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Aimic Inc is seeking a Financial Advisor who will be instrumental in driving business growth through strategic sales and marketing initiatives. The successful candidate will engage potential clients, foster strong customer relationships, and develop marketing campaigns for financial offerings.

Cloud ComputingConsultingDigital MarketingInformation TechnologyMobile AppsVoIP
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Comp. & Benefits

Qualification

Series 65CFP designationFinancial products knowledgeCRM proficiencyAnalytical abilitiesCommunication skillsInterpersonal skillsProblem-solving abilities

Required

Bachelor's degree in a relevant field
Series 65
Minimum 5 years experience in financial services sector preferably in an Investment Advisor / Financial planner role
Knowledge of financial products
Strong communication and interpersonal skills
Proficiency with CRM and other sales/marketing tools
Analytical and problem-solving abilities

Preferred

CFP designation

Company

Aimic Inc

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Aimic based in Chantilly, Virginia, and established in 2003, is one of the leading Staffing, Consulting Services and Development Companies.
dateFounded in 2003
location
Chantilly, Virginia, USA
people-size501-1000 employees
web-link
http://www.aimic.com/

Funding

Current Stage
Late Stage

Recent News

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Company data provided by crunchbase