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Financial Consultant II

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. 

Responsibility for the day to day management of a branch based investment territory, including but not limited to; development of new investment and insurance sales; servicing existing client relationships; and developing and cultivating branch based delivery channel.

  • Sell a broad array of investment & insurance products to existing CFSI and bank customers. Meet with clients to determine investment needs, recommend investment strategies and present investment choices. Call on potential clients to develop new business by promoting CFSI products and services.
  • Adhere to all CFSI procedural requirements including completion of appropriate paperwork to establish investment accounts in good order and timely submission of referral tracking information to CFSI and branch management.
  • Develop and maintain solid working relationships with branch personnel in assigned territory. Maintain agreed upon schedule with each branch within territory. Provide timely follow-up on all referrals generated within territory. Return calls to all branches and customers/prospects in timely manner. Provide regular products and referral training sessions.   
  •  Provide referrals and cross-sell opportunities to branch partners and financial consultants.
  • Provide coaching and sales support to Branch Investment Consultant and Branch Registered Reps. Promote ethical and fully compliant behavior within territory. Work closely with BIC /BRR’s to develop programs to increase knowledge and production. In concert with bank management, develop and conduct seminars.

Job Requirements


Typical minimum education:  Bachelor’s degree or equivalent work experience.

Typical minimum experience:  3+years experience.

Technical knowledge and skills:   Series 6 & 63 licenses and LA & H required and FC must have all state mandated licenses to sell full array of our products within 6 months of hire.  Series 7 & 24 licenses preferred.

Excellent oral and written communication skills.

Knowledge of Microsoft Word products.

Team oriented, collaborative, and strong work ethic qualities desired.

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

Employment Type Full-Time
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 403642
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Financial Consultant II


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