Financial Consultant Senior job in Dallas, TX | Comerica Employment

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Financial Consultant Senior

Company: Comerica

Location: Dallas, TX

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Job Description

Provide advice to customers on securities purchases by informing them of current market trends and recommend appropriate investment strategies.
Determine specific customer needs and ensure that appropriate market transactions are executed.
Develop and maintain contact with existing and prospective customers by participating in a customer call program.

Job Requirements

Bachelor's Degree�or High School Diploma/GED and 5 years Financial Consultant experience in the financial service industry
7 years business development experience in the financial service industry
Series 7 and 63 registrations required
Life, Accident and Health registrations will be required within 90 days

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