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Financial Consultant II

Job Description


CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers.

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory. We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.

Job Requirements


Series 7 and 63/65, Life Accident & Health licenses (Series 24 and 65 a plus)
Bachelor's degree or equivalent work experience
Excellent oral and written communication skills
A team orientation with a strong work ethic and entrepreneurial spirit are desired
3 or more years experience selling investment products
Strong computer skills and experience utilizing laptop technology.

Hours and Work Schedule


Hours per Week:   40
Work Schedule:    Monday-Friday 8:00AM-5:00PM

Equal Employment Opportunity


It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Job Snapshot

Post Date 6/28/2014
Location Pittsburgh, PA
Employment Type Seasonal/Temp
Job Type Finance, Consultant, Accounting
Education 4 Year Degree
Experience Not Specified
Manages Others Not Specified
Industry Other Great Industries
Required Travel Not Specified
Job ID 403639
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