FINRA Licensed Financial Consultant

Job Summary

A company is looking for a Financial Consultant to provide personalized retirement planning consultations.

Key Responsibilities

• Deliver personalized consultations to assist customers with retirement planning needs
• Educate customers on available plan specifics and distribution options to retain current assets
• Manage inbound and outbound calls, addressing service requests and resolving issues related to retirement goals

Required Qualifications

• Bachelor's degree or equivalent combination of education and professional experience
• Demonstrated success in performance/goal-oriented roles, ideally in asset growth and retention
• Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations
• Self-motivated with the ability to learn quickly and manage multiple priorities
• Experience handling stressful situations and managing various customer interactions