State Licensed Financial Consultant

Job Summary

A company is looking for a Financial Consultant I to join their Retirement and Income Solutions team.

Key Responsibilities

• Provide benefit event education and assist customers with their investment and risk-based needs
• Facilitate transactions and introduce customers to other teams as appropriate
• Uncover current or potential retail customer needs and perform other related duties

Required Qualifications

• Bachelor's degree or equivalent plus 2+ years of experience in the financial services industry
• SIE, Series 6 or 7 and Series 63 & 65 or Series 66 licensing required
• Must be approved as a registered representative by all 50 States and Washington DC
• Detailed knowledge of retail investment products and employer-sponsored retirement plans
• Ability to work independently and demonstrate confidence in decision-making