Financial Benefits Consultant (FINRA Licensed)

A company is looking for a Financial Benefits Consultant to assist clients in achieving their financial wellness goals.

Key Responsibilities

Build and maintain strong relationships with high-income participants, coordinating meetings with planners

Assist in creating comprehensive financial plans and respond to participant inquiries regarding executive benefits

Implement and review investment strategies, staying informed about market trends and regulatory changes

Required Qualifications

Bachelor's degree in Finance, Economics, Business Administration, or a related field

Minimum of 3 years of experience in financial planning or wealth management

FINRA Series 7 and NASAA Series 63 registrations required

Life insurance licensing and Chartered Retirement Planning Counselor (CRPC) preferred

Knowledge of financial wellness and investment management strategies