Talent.com
FINRA Licensed Financial Consultant
FINRA Licensed Financial ConsultantVirtualVocations • Norcross, Georgia, United States
FINRA Licensed Financial Consultant

FINRA Licensed Financial Consultant

VirtualVocations • Norcross, Georgia, 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 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

serp_jobs.job_alerts.create_a_job

Financial Consultant • Norcross, Georgia, United States

Job_description.internal_linking.related_jobs
State Licensed Financial Planner

State Licensed Financial Planner

VirtualVocations • Decatur, Georgia, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Planner to provide comprehensive financial guidance and support to clients.Key Responsibilities Deliver comprehensive financial plans that drive measurable ou...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP, Financial Consultant- Atlanta, GA (Buckhead)

VP, Financial Consultant- Atlanta, GA (Buckhead)

Charles Schwab • ATLANTA, GA, United States
serp_jobs.job_card.full_time
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitm...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Counselor (LPC, LCSW, LMFT) - Flowery Branch, GA

Licensed Counselor (LPC, LCSW, LMFT) - Flowery Branch, GA

LifeStance Health • Flowery Branch, GA, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Licensed Lead Financial Advisor

Licensed Lead Financial Advisor

VirtualVocations • Norcross, Georgia, United States
serp_jobs.job_card.full_time
A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Deliver personalized financial advice including equ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Counselor (LPC, LCSW, LMFT) - Canton, GA

Licensed Counselor (LPC, LCSW, LMFT) - Canton, GA

LifeStance Health • Canton, GA, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer

Remote Finance Director - AI Trainer

Data Annotation • Marietta, Georgia
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Counselor (LPC, LCSW, LMFT) - Conyers, GA

Licensed Counselor (LPC, LCSW, LMFT) - Conyers, GA

LifeStance Health • Conyers, GA, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Markets & Real Estate - FP Consulting Director

Financial Markets & Real Estate - FP Consulting Director

PRICE WATERHOUSE COOPERS • Atlanta, GA, United States
serp_jobs.job_card.full_time
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data Annotation • Marietta, Georgia
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
FINRA Licensed Financial Consultant

FINRA Licensed Financial Consultant

VirtualVocations • Lawrenceville, Georgia, United States
serp_jobs.job_card.full_time
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 D...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning Consultant (Atlanta, GA)

Financial Planning Consultant (Atlanta, GA)

Raymond James Financial • Atlanta, GA, US
serp_jobs.job_card.full_time
Responsibilities : Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the c...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Analyst

Financial Analyst

Vaco by Highspring • Duluth, GA, US
serp_jobs.job_card.permanent
The Financial Analyst is responsible for analyzing actual vs.Creates forecasts, dashboards, and financial models using FP&A tools and coordinates the annual budgeting process.Analyze and consolidat...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Counselor (LPC, LCSW, LMFT) - Douglasville, GA

Licensed Counselor (LPC, LCSW, LMFT) - Douglasville, GA

LifeStance Health • Douglasville, GA, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
UK Licensed Financial Planner

UK Licensed Financial Planner

VirtualVocations • Decatur, Georgia, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Planner located in the United Kingdom.Key Responsibilities Meet and engage with clients remotely to provide guidance on financial topics Advise on and adapt ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant Delta Community Credit Union

Financial Consultant Delta Community Credit Union

LPL Financial • Atlanta, GA, US
serp_jobs.job_card.full_time
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Delta Community Credit Union in Metro Atlanta, GA wou...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Principal Financial Implementation Consultant

Principal Financial Implementation Consultant

Workday • Atlanta, GA, US
serp_jobs.job_card.full_time
Your Work Days Are Brighter Here.At Workday, it all began with a conversation over breakfast.When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterp...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Consultant Engineer

Consultant Engineer

FM • AUSTELL, Georgia, United States
serp_jobs.job_card.full_time
FM is one of the world’s largest risk management and industrial property insurance organizations.With 76 office locations in over 60 countries worldwide, FM provides specialized property protection...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer

Remote Financial Analyst - AI Trainer

Data Annotation • Marietta, Georgia
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant

Financial Consultant

Delta Community Credit Union • Atlanta, GA, US
serp_jobs.job_card.full_time
Create your success story at Delta Community Credit Union where opportunity meets purpose.Through our commitment to excellence, Delta Community has received numerous industry awards and earned the...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Counselor (LPC, LCSW, LMFT) - Palmetto, GA

Licensed Counselor (LPC, LCSW, LMFT) - Palmetto, GA

LifeStance Health • Palmetto, GA, US
serp_jobs.job_card.full_time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new