Overview: We are seeking a highly motivated and experienced Investment Consultant to join our team. As an Investment Consultant, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their investment goals. This is an exciting opportunity to work in a dynamic and fast-paced environment, collaborating with a team of professionals in the financial services industry. Duties: - Conduct thorough research and analysis of investment opportunities, including market trends, economic indicators, and company financials - Develop and implement investment strategies tailored to meet clients' specific needs and risk tolerance - Provide comprehensive financial planning services, including retirement planning, tax optimization, and estate planning - Offer guidance on asset allocation and portfolio diversification to optimize investment performance - Build and maintain strong relationships with clients through effective communication and regular portfolio reviews - Stay up-to-date with industry regulations and changes in financial markets to ensure compliance and provide accurate advice - Collaborate with other professionals within the organization, such as tax advisors and legal experts, to provide holistic financial solutions Qualifications: - Bachelor's degree in Finance, Economics, or a related field (Master's degree preferred) - Minimum of 3 years of experience in asset management, wealth management, or financial planning - Strong knowledge of investment products, financial markets, and industry best practices - Proven track record of success in managing client portfolios and achieving investment objectives - Excellent analytical skills with the ability to interpret complex financial data - Proficiency in customer relationship management (CRM) software for efficient client management - Exceptional communication skills, both verbal and written - Professional certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) are highly desirable We offer competitive compensation packages including salary and performance-based bonuses. Additionally, we provide opportunities for professional development and growth within the organization. If you are a dedicated professional with a passion for finance and helping clients achieve their financial goals, we would love to hear from you. Apply today to join our team as an Investment Consultant.

Job Type: Full-time

Pay: $50,000.00 - $300,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Profit sharing

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Commute:

• Edmond, OK 73013 (Required)

Ability to Relocate:

• Edmond, OK 73013: Relocate before starting work (Required)

Work Location: In person