FINRA Licensed Financial Consultant

A company is looking for a Financial Consultant to join their Retirement Plan Advisory Team (RPAT).

Key Responsibilities

Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments

Discuss and educate customers on available account options, including 401K and IRAs, to support their retirement savings goals

Focus on deepening customer relationships 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 the ability to learn new information quickly and independently

Demonstrated relationship management and customer service skills