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Current Opening Positions

Account Manager

  • Operating as the lead point of contact for any or all the specific customers be assigned by advisor

  • Building and maintaining strong, long-lasting customer relationships with any assigned client and prospector

  • Develop new business from existing clients and actively seek new opportunities

  • Help the advisor to achieve sales quotas and grow advisor`s business, ensure the timely and successful delivery of financial planning according to customer needs and objectives

  • Follow up and make an appointment on behalf the advisor with assigned client

 

Requirements of the role:

  • Proven work experience as an Account Manager, Key account manager or other relevant experience

  • Demonstrable ability to communicate, present and influence credibly and effectively at all levels of the Black Key Financial Consulting INC, including executive

  • Proven ability to manage multiple projects as a time while paying strict attention to detail

  • Excellent listening, negotiation and verbal communications skills

Financial Advisor

Financial advisers may provide investment advice across a variety of financial products and services or choose to specialist in a few selected products and services. A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.

  • Meeting clients to understand their needs and demands

  • Preparing financial plans with a mix of short and long term investments

  • Implementing approved plans

  • Providing periodic updates on the performance of investment portfolios.

Requirements of the role:

  • Have CSC or CIFC or IFC license

  • Have LLQP license

  • Excellent verbal and written communication skills.

  • Ability to lead and motivate a small team would be an advantage.

p.s: We are still consider candidates with strong qualifications without licenses, it is allowed to take license course after join our company.

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Responsible Disclosure

Black Key Financial Consulting Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, protected veteran status, or any other characteristic protected under federal, state or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.

Pursuant to Transparency in Coverage final rules (85 FR 72158) set forth in the United States by The Departments of the Treasury, Labor, and Health and Human Services click here to access required Machine Readable Files or here to access the Federal No Surprises Bill Act Disclosure.

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