As a Financial Advisor, your role is to contact high net worth clients in regards to their investment strategies, and make sure they are doing everything they can as far as investment strategy goes to reach their financial goals. 

• You will be analyzing their situations, consulting and put them in touch with advisors or help to customize their portfolios to fit their needs.  
• This is a highly visible role and will require the majority of your time to be spent speaking to clients over the phone and in face-to-face meetings. 
• You are not cold-calling, required to bring a book of business, or traveling to clients door to door. 
• The Investment Consultant is speaking with clients about the market and needs to be plugged in to the financial industry and able to keep up in a fast-paced, professional environment.

To qualify for this role, you must have

•  a Series 7 and 66 or you will not be considered. 
• People that excel in this role have some level of financial sales experience working directly with clients on a consultative basis.
• It is very important that you are plugged into the financial markets and able to articulate the benefits of certain products/ investment vehicles over others. 

This is a role that will give you financial independence and a good work/life balance.  This firm also offers excellent benefits, a competiitve base salary and the chance to earn quarterly bonuses for a six figure compensation within your first year. 

If you meet these qualifications and would like to learn more about the role -please send your resume to Erin Polczynski at  erin.polczynski@roberthalffsg.com.  Only qualififed applicants will be considered.