Financial Consultant I

VirtualVocations
Hamilton, New Jersey, United States
Full-time

A company is looking for a Financial Consultant I to join their Retirement and Income Solutions team.Key ResponsibilitiesProvide benefit event education to former participants and assist with retention of assetsEducate and assist customers with their investment and risk-based needsUncover current or potential retail customer needs and perform related duties as assignedRequired Qualifications, Training, and EducationBachelor's degree or equivalent plus 2+ years of experience in the financial services industryLicensing : SIE, Series 6 or 7, and Series 63 & 65 or Series 66Ability to be approved as a registered representative by all 50 States and Washington DCDetailed knowledge of retail investment products and employer-sponsored retirement plansAbility to work independently and demonstrate confidence in decision-making

20 hours ago
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