Financial Advisory with FINRA Series 7, 63 and/or 65/66 Licenses.

  • Full-time

Company Description

Jupiter Consulting Services is  an IT  (Information Technology) services company focused on providing project and outsourcing solutions and  services  for clients worldwide.

Headquartered in St. Louis MO, Jupiter provides total solutions that deliver value while providing competitive advantage for its clients.

Since  beginning  operations in late  1998, Jupiter  has developed a client base numbering several Fortune 100 firms, with whom we have signed multi-year contracts for  a wide range of IT services.

Job Description

Role:  Financial Advisory
Location:Chicago,IL.
Duration:Fulltime 

Serve Your Clients:
1. Cultivate strong relationships with members by consistently using the prescribed sales process.

2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.

3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.

4. Present a professional image in all interactions both personally and professionally.

Run Your Office:
5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union.

6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.

7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.

Grow Your Business:
8. Meet or exceed individual production goals - with an appropriate product mix.

9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.

10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.

Other:
11. Attend and participate in CUNA Brokerage Service, Inc., meetings, virtual and face to face, as scheduled.

12. Other duties as assigned.

Job Requirements:

1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.

2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least
$150,000 Gross Dealer Concessions.

3. Demonstrated ability to effectively build business relationships with diverse clients.

4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.

5. Life/Health License(s)

6. Series 7, 63 and/or 65/66 Licenses.

7. LUTCF, CLU, ChFC or CFP designation preferred.

SKILLS AND CERTIFICATIONS [note: bold skills and certification are required]
Series 7 and 65 or 66 Registrations
Life/Health Licenses

 

 

IDEAL CANDIDATE
Two to three years minimum prior financial advisor experience with 7 AND 65 or 66 FINRA registrations.
 

Additional Information

All your information will be kept confidential according to EEO guidelines.

*It would be wonderful opportunity working with a Multi national Implementation  for juniors 2-6 years(Please send resume with genuine experience).