FINRA Licensed Financial ConsultantVirtualVocations • Montgomery, Alabama, United States
serp_jobs.error_messages.no_longer_accepting
FINRA Licensed Financial Consultant
VirtualVocations • Montgomery, Alabama, 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 • Montgomery, Alabama, United States
Job_description.internal_linking.related_jobs A company is looking for a Compliance Consultant to support broker-dealer and registered investment adviser operations.Key Responsibilities Conduct and document marketing and advertising reviews ...serp_jobs.internal_linking.show_more A company is looking for a Senior Actuarial Analyst to analyze financial performance and lead rate development efforts.Key Responsibilities Analyze financial performance of ACA lines of business ...serp_jobs.internal_linking.show_more A company is looking for a Financial Reporting Analyst, Stock Plan Services.Key Responsibilities Provide expertise on the equity compensation recordkeeping system and accounting guidance Educate...serp_jobs.internal_linking.show_more 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 eq...serp_jobs.internal_linking.show_more A company is looking for a Business Consultant to join their remote team.Key Responsibilities Serve as a Subject Matter Expert (SME) in AFWCF, DAF PPB, AFMC logistics, and financial policy Provi...serp_jobs.internal_linking.show_more 
FLSA Status : Non-Exempt (Hourly).As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.While the primary ...serp_jobs.internal_linking.show_more A company is looking for a Financial Coach (Contractor).Key Responsibilities Provide one-on-one financial coaching via live video calls Guide clients through personalized financial strategies an...serp_jobs.internal_linking.show_more A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.
Key Responsibilities Provide personalized financial advice including equ...serp_jobs.internal_linking.show_more A company is looking for a Home Equity Specialist with a California Real Estate Broker license.Key Responsibilities Engage consumers inquiring about financial solutions and inform them about the ...serp_jobs.internal_linking.show_more 
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 quality of ...serp_jobs.internal_linking.show_more A company is looking for a Workday Financial Analyst to join their Financial Systems team.Key Responsibilities Build and maintain functional configuration of Workday Financials modules Monitor a...serp_jobs.internal_linking.show_more A company is looking for a Senior Equity Compensation Consultant to provide guidance and support for high-net-worth employee shareholders.
Key Responsibilities Serve as the primary contact for hig...serp_jobs.internal_linking.show_more A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and retirement planning Develop and maintain ...serp_jobs.internal_linking.show_more 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 quality of ...serp_jobs.internal_linking.show_more 
At Genesis Healthcare, we are dedicated to improving the lives we touch through the delivery of high-quality care and exceptional service.
As a leading provider in the long-term care industry, we be...serp_jobs.internal_linking.show_more 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 quality of ...serp_jobs.internal_linking.show_more A company is looking for a Retirement Plan Account Manager.Key Responsibilities Focus on client retention and satisfaction through relationship building Collaborate with internal partners to res...serp_jobs.internal_linking.show_more A company is looking for an Equity Compensation Consultant to provide education and support to employee shareholders regarding their equity compensation plans.
Key Responsibilities Serve as the pr...serp_jobs.internal_linking.show_more A company is looking for a Non-QM Income Specialist to perform loan qualification assessments.Key Responsibilities Review and assess at least 75 loan transactions per month Evaluate borrower inc...serp_jobs.internal_linking.show_more 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 Edu...serp_jobs.internal_linking.show_more
FINRA Licensed Compliance Consultant
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
California Licensed Actuarial Analyst
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Reporting Analyst
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Financial Advisor
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Business Consultant
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Associate
River Bank & Trust • Montgomery, AL, USA
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Texas Licensed Financial Coach
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
State Licensed Lead Financial Advisor
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
California Licensed Home Equity Specialist
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Remote Financial Analyst - AI Trainer ($50-$60 / hour)
Data Annotation • Montgomery, Alabama
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Workday Financial Analyst
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Senior Equity Compensation Consultant
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
New York Licensed Financial Advisor
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data Annotation • Montgomery, Alabama
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Practical Nurse, LPN
Merry Wood Lodge Center • Elmore, AL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Senior Financial Analyst ($50-$60 / hour)
Data Annotation • Montgomery, Alabama
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
FINRA S6 Licensed Account Manager
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Equity Compensation Consultant
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
NMLS Licensed Income Specialist
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
State Licensed Financial Consultant
VirtualVocations • Montgomery, Alabama, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new