PCG Financial Consultant (Loan)


Champaign, IL

What you'll be doing

What your background should be

Series 7 required in all locations; series 63 or equivalent licenses is required when the position is supporting general securities business in a state which requires the license. Series 65 (or 66) or equivalent licenses is required in order to support investment advisory business. Person for this position must meet the consumer financial protection bureau loan originator qualification requirements. Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented. Demonstrated ability to develop and cultivate relationships. Proven ability to communicate both orally and in writing; proven organizational skills. 2+ years of brokerage related business experience, 2+ years of experience and understanding of financial planning; partnering with financial advisors to provide financial plans for clients preferred.

Required Schooling / Training

Not specified

Who is the client company

This is an American multinational banking and financial services holding company.
If you are interested in this position, send your resume to apply@kochdavis.com