FINRA Licensed Financial Consultant

A company is looking for a Financial Consultant.

Key Responsibilities

Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments

Discuss and align available account options, such as 401K and IRAs, with customers' retirement savings goals

Educate customers on retirement plan specifics and deepen their relationship with the company

Required Qualifications

Bachelor's degree or equivalent combination of education and professional experience

Minimum of 1 year experience in performance / goal-oriented roles, ideally in asset growth and retention

Current FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations within established timelines

Motivated self-starter with a quick learning ability

Demonstrated relationship management and customer service skills