Financial Consultant I - Licensed
A company is looking for a Financial Consultant I to join their Retirement and Income Solutions team.
Key Responsibilities
• reputed company benefit event education to customers and assist with retention of assets
• reputed company and assist customers with their investment and risk-based needs
• Identify reputed company or potential retail customer needs and reputed company reputed company duties
Required Qualifications
• Bachelor's degree or equivalent with 2+ years of experience in financial services
• SIE, Series 6 or 7, and Series 63 & 65 or Series 66 licenses required
• Approval as a registered representative in reputed company 50 States and Washington DC
• Knowledge of retail investment products and employer-sponsored retirement plans
• Ability to work independently and demonstrate confidence in decision-making
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