Investment Consultant

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As an Investment Consultant, you will be responsible for servicing and managing a core group of LFS’ clients, as well as developing / acquiring new clients and meeting individual & team AUM growth targets.

Investment Consultant Responsibilities:

  •   Perform regular and ongoing portfolio reviews
  •  Develop professional relationships with the client
  • Have a strong understanding of LFS’ products and services and be able to recognize opportunities to engage the client to use different products and services offered by LFS when appropriate
  •  Collaborate with other team members on behalf of your client to solve investment management issues, Financial Planning, Estate issues and Tax issues as needed.
  •   Provide quick and accurate resolutions to various client requests / needs

Compliance Responsibilities:

Employees will be expected to have a thorough knowledge of all regulatory and LFS compliance policies and procedures, and to follow them at all times when performing your job responsibilities. 

Business Development Responsibilities:

  • Collaborate with outside sales managers and referral networks
  • Perform regular and ongoing sales and educational events/seminars designed to acquire new clients
  • Meet or exceed your personal client development growth targets
  •  Meet or exceed your personal business development growth targets

Professional Development Responsibilities:

  •  Ensure that all continuing education requirements are met on time so professional designations are current and active (CFP®, CFA, CPA, EA, CTEC, etc.)
  • Seek to improve your skills and knowledge in areas that support and benefit LFS and its clients
  • Develop a field of expertise that strengthens the long term growth goals of LFS and its clients.  Examples may include: retirement, estate, taxation, investment research, trading or portfolio management.
  • Develop professional partnerships and collaborate with other community professionals