FINRA Licensed Advisory Consultant

Job Summary

A company is looking for an Advisory and Planning Consultant who will provide financial wellness and retirement solutions to clients.

Key Responsibilities

• Deliver personalized consultations and financial planning support to participants
• Conduct an average of 30 phone calls per day to educate and advise clients on retirement planning
• Track account history and customer satisfaction while meeting sales goals

Required Qualifications

• Bachelor's degree or equivalent education and professional experience
• 4+ years of sales/service experience in financial services or the 401(k) industry
• FINRA Series 7, 63, and 65 registrations required
• CRPC designation required within established timelines
• 1 - 2 years of inside sales experience preferred