FINRA Licensed Financial Consultant

A company is looking for a Financial Consultant.

Key Responsibilities

Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts

Discuss available account options, such as 401K and IRAs, to align with customers' retirement savings goals

Educate customers on their retirement plans and foster relationships with them

Required Qualifications

Bachelor's degree or equivalent combination of education and professional experience

Minimum of 1 year experience in performance / goal-oriented roles, preferably in asset growth and retention

Current FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations

Motivated self-starter with the ability to learn new information quickly

Demonstrated relationship management and customer service skills