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State Licensed Financial Consultant

State Licensed Financial Consultant

VirtualVocationsDayton, Ohio, United States
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A company is looking for a Financial Consultant I to join their Retirement and Income Solutions team.

Key Responsibilities

Provide benefit event education and retention solutions to customers

Educate and assist customers with individual investment and risk-based needs

Uncover current or potential retail customer needs and perform related duties

Required Qualifications

Bachelor's degree or equivalent with 2+ years of experience in financial services

SIE, Series 6 or 7, and Series 63 & 65 or Series 66 licenses required

Approval as a registered representative by all 50 States and Washington DC

Detailed knowledge of retail investment products and employer-sponsored retirement plans

Ability to work independently and demonstrate confidence in decision-making

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Financial Consultant • Dayton, Ohio, United States

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