Financial Benefits Consultant (FINRA Licensed)VirtualVocations • Colorado Springs, Colorado, United States
Financial Benefits Consultant (FINRA Licensed)
VirtualVocations • Colorado Springs, Colorado, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Financial Benefits Consultant to assist clients in achieving their financial wellness goals.
Key Responsibilities
Build and maintain strong relationships with high-income participants, coordinating meetings with planners
Assist in creating comprehensive financial plans and respond to participant inquiries regarding executive benefits
Implement and review investment strategies, staying informed about market trends and regulatory changes
Required Qualifications
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Minimum of 3 years of experience in financial planning or wealth management
FINRA Series 7 and NASAA Series 63 registrations required
Life insurance licensing and Chartered Retirement Planning Counselor (CRPC) preferred
Knowledge of financial wellness and investment management strategies
serp_jobs.job_alerts.create_a_job
Financial Consultant • Colorado Springs, Colorado, United States
Job_description.internal_linking.related_jobs
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.The Private Client Banker (PCB) is part of the Key Private Client Program and will focus o...serp_jobs.internal_linking.show_more
Employee Benefits Account Manager.Employee Benefits Account Manager.Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.
Manage a complex book of business wi...serp_jobs.internal_linking.show_more
Insurance Benefits Representative.Position at AMBA (1099, Independent Contractor) Location : Colorado Compensation : Commission + Bonuses Schedule : Self-Managed, Full-Time Commitment.For over 65 year...serp_jobs.internal_linking.show_more
Want to learn more about The Scion Group? We are interested in every qualified candidate who is eli...serp_jobs.internal_linking.show_more
Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...serp_jobs.internal_linking.show_more
Financial Consultant (Remote Eligible).Be among the first 25 applicants.Financial Consultant (Remote Eligible).Our vision for the future is based on the idea that transforming financial lives start...serp_jobs.internal_linking.show_more TAX CREDIT / AFFORDABLE HOUSING EXPERIENCE PREFERRED • •.Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.
Founded in 1986, Asset Living ha...serp_jobs.internal_linking.show_more 
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.
We seek to be the choice for the m...serp_jobs.internal_linking.show_more
serp_jobs.internal_linking.show_more POSITION WILL FLOAT BETWEEN SEVERAL PROPERTIES • •.Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.
Founded in 1986, Asset Living has de...serp_jobs.internal_linking.show_more 
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.
We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more
AO Globe Life Location : 100% Remote (U.Full-Time | Flexible Schedule Compensation : $90,000–$120,000 / year (Commission-Based) Extras : Weekly Pay | Equity Opportunity | Bonus Program | Vested Re...serp_jobs.internal_linking.show_more
Time freedom, uncapped income, and a team that actually has your back.Join our incredible culture of experienced agents ready to help you take the next step! 🐘 Peterson Life & Wealth is...serp_jobs.internal_linking.show_more
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.
We seek to be the #1 choice for th...serp_jobs.internal_linking.show_more At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.
We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more 
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.
We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more
The Wealth Planning Specialist is a senior level resource available to FA / PWA team that is responsible for the development, maintenance and oversight of financial plans for the team's clients, in a...serp_jobs.internal_linking.show_more
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
At USAA, our mission is to empower our members to achieve financial securit...serp_jobs.internal_linking.show_more
Skyline Ridge Nursing & Rehabilitation Center, part of the Stellar Senior Living community, is committed to delivering exceptional care and innovative rehabilitation services in a supportive and co...serp_jobs.internal_linking.show_more
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.
Our branch colleagues have an opportu...serp_jobs.internal_linking.show_more
Licensed Private Client Banker
KeyCorp • Colorado Springs, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Employee Benefits Account Manager
USI Insurance Services • Colorado Springs, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Benefits Representative
AMBA • Colorado Springs, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Leasing Consultant
The Scion Group • West Edge, Colorado Springs, Colorado, Untied States
serp_jobs.job_card.full_time +1
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Leasing Consultant
Asset Living • Colorado Springs, CO, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30
Financial Consultant (Remote Eligible)
RemoteWorker US • Louviers, CO, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Affordable Housing Leasing Consultant
Asset Living • Colorado Springs, CO, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30
Licensed P&C Insurance Representative (Signing Bonus)
USAA • Colorado Springs, CO, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management - Private Client Advisor - Colorado Springs, CO (Austin Bluffs)
Chase • Colorado Springs, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Floating Leasing Consultant
Asset Living • Colorado Springs, CO, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30
Licensed P&C Insurance Professional - Sales and Service (Signing Bonus) - Comprehensive Six-Month Paid Training Program (Hiring Immediately)
USAA • COLORADO SPRINGS, CO, United States
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
WFH Insurance Benefits Advisor
AO Globe Life - Rachel Eichinger • Colorado Springs, CO, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Life Insurance Broker (Remote) | Licensed and Unlicensed Welcome
Peterson Life & Wealth • Colorado Springs, CO, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Licensed P&C Insurance Professional - Sales and Service (Signing Bonus)
USAA Careers • Colorado Springs, Colorado, US
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Insurance Service Representative (Hiring Immediately)
USAA • COLORADO SPRINGS, CO, United States
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed P&C Insurance Professional - Sales and Service (Signing Bonus)
USAA • COLORADO SPRINGS, CO, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Consultant - Wealth Planning Specialist
Morgan Stanley • Colorado Springs, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed P&C Insurance Professional - Sales and Service (Signing Bonus) (COLORADO SPRINGS)
Usaa • Colorado Springs, CO, United States
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Speech Therapist Part time Skilled Nursing Facility
Skyline Ridge Nursing & Rehabilitation Center • Peyton, CO, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Financial Relationship Banker (bilingual preferred)- Hancock and Academy, Colorado Springs, CO
Huntington • Colorado Springs, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted