State Licensed Financial ConsultantVirtualVocations • Fremont, California, United States
State Licensed Financial Consultant
VirtualVocations • Fremont, California, 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 • Fremont, California, United States
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