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 Financial Consultant - Monterey, CA

Details
Country: USA
Location: California-Central Coast Salinas, CA 93901
Total applied: 40
Financial Consultant - Monterey, CA

  We've had a hand in helping build communities for over 100 years. We're listed on Fortune's "100 Best Companies to Work For" in 2006. It pays to work at WaMu. We've added even more benefits to our generous package.Learn more at wamu.com/careers Financial Consultant - Monterey, CA At WaMu, our core values inspire and guide our talented team as they help us write our extraordinary ongoing success story.  We believe that a diverse group of talented, committed individuals—working as a team—can make a real difference. We celebrate our successes, learn from our failures, and keep our egos in check. We also manage to keep a sense of humor along the way.  So if you’re ready for WaMu, read on!  WaMu Investments, a Washington Mutual Inc. Company, is a full-service brokerage firm that specializes in helping individuals meet their financial goals.  Our group offers a broad range of investments products, including mutual funds, fixed and variable annuities, stocks and bonds, life insurance and retirement and estate planning.  Financial Consultants are responsible for managing and growing the existing book of business, meeting and profiling prospective clients, reviewing investment goals, recommending investment products (e.g. stocks, bonds, options, mutual funds, annuities) and preparing presentations.  Provide ongoing client contact and support to ensure you are meeting client investment objectives and closing the sale of investment and securities brokerage products. Financial Consultants are typically responsible for the sales and customer service of one or more Washington Mutual Financial Centers.• FINRA Series 7, 63 and 65 or 66 registrations required • Life and Disability Insurance license required • Minimum 2 years financial services sales experience required • Proven production required • Certified Financial Planner preferred (Education assistance provided for CFP program) • Strong sales results in investment products • Excellent verbal communication and presentation skills • Bank program preferred Washington Mutual is an equal opportunity employer. We embrace differences, welcome diversity, and value a culture of respect.    

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